Client Services Representative

1 month ago


Grandview Heights, United States Randstad Full time

Location: 1000 Yard St, Grandview Heights, OH 43212

Work Schedule: Hybrid (Remote on Mondays and Fridays, In-Office Tuesday, Wednesday, and Thursday during training; post-training will be Wednesday and Thursday in-office)

Compensation: $19 per hour

Position Type: Temp to Hire

Training Duration: 5 weeks

Overview:

Join the Retirement Solution Center as a Retirement Solutions Representative, where you will provide exceptional service to our members, partners, plan sponsors, and investment professionals. This role is an excellent opportunity for candidates looking to build a career in financial services.

Key Responsibilities:

  • Respond to incoming calls from investment professionals, plan sponsors, and members regarding retirement plans, account maintenance, and system navigation.
  • Understand and interpret various product suites, including current offerings and those no longer sold that require servicing.
  • Maintain detailed records of conversations to enhance member relationships.
  • Ensure compliance with FINRA regulations, Nationwide policies, and state/local laws.
  • Educate customers on tax implications, penalties, benefits, and other plan-related inquiries.
  • Analyze issues to determine appropriate actions and collaborate with internal partners to resolve escalated issues.
  • Participate in monthly meetings with leadership to develop a career path strategy and set goals for success.

Requirements:

  • Education: High school diploma or equivalent required; Bachelor’s degree in finance, business administration, insurance, economics, or communications preferred.
  • Experience: Minimum of 1 year in customer service or sales-related occupations.
  • Skills:
  • Knowledge of insurance products and sales processes.
  • Understanding of state and local laws regarding product features.
  • Excellent verbal and written communication skills.
  • Proficiency in computer and common office software.
  • Ability to utilize technology to enhance customer interactions.

Licenses/Certifications:

Candidates must be able to pass a credit check. Upon hire, Nationwide will provide 120 days to complete and pass the SIE and Series 6 licenses, with costs covered by the company. FINRA Series 6 and/or 26 licenses are preferred.

Availability:

Candidates must have open availability Monday to Friday from 8 AM to 11 PM and Saturday from 9 AM to 6 PM. Work schedules will be randomly assigned after training, and we cannot consider candidates with schedule conflicts.



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