Financial Services Representative
2 weeks ago
LHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist wealth management clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is a direct hire opportunity and will offer a laid back company culture
Main Responsibilities:
- Answer incoming emails and calls from wealth management clients
- Assist with account balances, collecting information for new accounts and answering basic questions
- Assist with the transfer of accounts
- Provide administrative support to financial advisors
Qualifications:
- Previous experience in Wealth Management industry
- At least 2 years of account support experience
- Strong administrative background
- Excellent communication skills both written and verbal
- Previous exposure to financial documents/industry is helpful
- Organized and detail oriented
This company offers a very collaborative environment and looking for someone that can be a long term fit
-
Financial Services Representative
2 weeks ago
Columbus, United States LHH Full timeLHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist wealth management clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is...
-
Financial Services Representative
2 weeks ago
Columbus, United States LHH Full timeLHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist wealth management clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is...
-
Financial Advisor
1 month ago
Columbus, United States Lifetime Financial Growth Full timeJob DescriptionJob DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals!BENEFITSYou can’t attract quality people with a second-best compensation package. As a Financial Advisor, you’ll be part of a recognized, respected company that offers:High earning potential with generous & extensive performance...
-
Financial Customer Service Representative
7 days ago
Columbus, Ohio, United States Randstad USA Full timeAs a Financial Customer Service Representative for our client, you'll play a vital role in delivering exceptional service to our clients. You'll handle incoming phone calls related to various service inquiries on client accounts, ensuring accuracy, efficiency, and adherence to key department performance metrics. Your support areas will encompass Cash...
-
Financial Customer Service Representative
7 days ago
Columbus, Ohio, United States Randstad USA Full timeOur client, a prominent player in the financial industry, is seeking dynamic individuals to join their team as Customer Support Representatives. In this role, you will be responsible for handling incoming phone calls related to various service inquiries on client accounts. The successful candidate will demonstrate a high degree of accuracy and efficiency,...
-
Columbus, United States Rose International Full timeDate Posted: 04/18/2024 Hiring Organization: Rose International Position Number: 462564 Job Title: Bilingual (Spanish) Financial Services Representative Job Location: Columbus, OH, USA, 43215 Work Model: Onsite Shift: 11:00AM to 8:00PM EST Monday thru Thursday and Friday from 9:00AM to 6:00PM EST. No weekends. Employment Type: Temp to Hire ...
-
Financial Representative
4 weeks ago
Columbus, United States Western & Southern Life Full timeOrganization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...
-
Financial Representative
4 weeks ago
Columbus, United States Western & Southern Life Full timeOrganization : Name COLUMBUS IN Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...
-
Financial Advisor Assistant
4 weeks ago
Columbus, United States Lifetime Financial Growth Full timeJob DescriptionJob DescriptionJob descriptionThe assistant’s role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities.Critical factors of success for the assistant include:The assistant is extremely trustworthy as they will...
-
Virtual Branch Service Representative
5 days ago
Columbus, United States KEMBA Financial Credit Union Full timeJob DescriptionJob DescriptionTitle: Virtual Branch Services RepresentativeReports to: Virtual Branch Services Supervisor or ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Virtual Branch Services Representative will provide sales and service support for Member-based business. In doing so, the Associate will provide superior service on a compliant...
-
Voya Columbus Financial Advisor
2 months ago
Columbus, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
-
MEMBER SERVICE REPRESENTATIVE II
5 days ago
Columbus, United States KEMBA Financial Credit Union Full timeJob DescriptionJob DescriptionTitle: Member Services RepresentativeReports to: Branch ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Member Services Representative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This...
-
Associate Financial Representative
2 weeks ago
Columbus, United States Modern Woodmen of America Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...
-
Associate Financial Representative
1 month ago
Columbus, United States Modern Woodmen of America Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...
-
Associate Financial Representative
1 month ago
Columbus, United States Modern Woodmen of America Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...
-
Remote Life Insurance Sales Representative
3 weeks ago
Columbus, United States Karlo Financial Full timeJob DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...
-
Remote Life Insurance Sales Representative
3 weeks ago
Columbus, United States Karlo Financial Full timeJob DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...
-
Financial Representative
2 weeks ago
Columbus, United States Randstad Full timeDo you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...
-
Financial Representative
3 weeks ago
Columbus, United States Randstad Full timeDo you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...
-
Financial Representative
3 weeks ago
Columbus, United States Randstad Full timeDo you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...