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Financial Customer Service Representative

2 months ago


blue ash, United States Aquarius Professional Staffing Full time

Are you a dedicated, customer service individual looking to get your foot in the door with a large, reputable company based here in the Cincinnati area? Don't wait and apply today

What you will be doing as the Financial Customer Service Representative:

  • Answer inbound calls from customers in regards to their Annuity plan.
  • Assist with any questions, concerns, or plan changes.
  • Escalate any issues/calls appropriately.
  • Ensure all calls are completed successfully and customers inquirers are answered.

What you will need as the Financial Customer Service Representative:

  • High School diploma or equivalent experience.
  • 2+ years of Customer Service experience.
  • Ability to navigate multiple programs/systems.
  • Call Center experience is a plus.
  • Financial Services experience is a plus.
  • Understanding of Annuity programs is a plus.