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 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 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 financial services highly preferred
- 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
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Financial Services Representative
3 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 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...
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Financial Services Representative
2 days 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 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...
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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 ...
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