Bilingual (Spanish) Financial Services Representative

2 weeks ago


Columbus, United States Rose International Full time

Date 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

Estimated Duration (In months) : 20

Min Hourly Rate ($): 20.00

Max Hourly Rate ($): 21.00

Must Have Skills/Attributes: Call Center, Customer Service, Customer Support, Finance, Spanish - Bilingual

Job Description

**Only those lawfully authorized to work in the designated country associated with the position will be considered. **

**Please note that all Position start dates, and duration are estimates and may be reduced or lengthened based upon a clients business needs and requirements. **

Looking to bring (3) Bilingual (Spanish) Financial Services Representatives to the team. You'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Position: 28974

Location:

*Grandview Heights OH 43212 - These are in office openings in our Grandview Yard office. Flexible work options (hybrid WFH) can be discussed after 2 months based on performance.

Hours of Operation:

* Must be available to work between the hours of 11:00AM to 8:00PM EST Monday thru Thursday and Friday from 9:00AM to 6:00PM EST. No weekends

Training hours:

* Training will be Monday thru Friday from 9 am to 4:30 pm for 4 weeks, starting Monday, June 3, 2024. (Mandatory training from 06/03/2024 to 06/28/2024)

Education & Certifications:

* High school diploma or equivalent required

* Undergraduate studies desirable

* Participation in technical coursework such as LOMA, CLU, ChFC desirable

Required Qualifications:

* Looking for 2-3 Bilingual (Spanish) Financial Services Representatives for Life New Business phone team.

* Must be fluent in Spanish and English both verbally and written.

* Must have strong customer service skills in the financial industry and the ability to build relationships with agents.

* Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. No debt over $10K in collections.

Key Responsibilities:

* Processes business requests according to government regulations, contract provisions and internal procedures and controls.

* Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.

* Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

* Maintains current knowledge of contract and product provisions, administration of client products, processing systems and related federal and state regulations.

* Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.

* Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.



  • Columbus, United States Lower Lights Christian Health Center Full time

    **Customer Service Representative, Bilingual (English/Spanish)** * Columbus, OH * Full Time * Experienced **ABOUT LLCHC** Lower Lights Christian Health Center (LLCHC) transforms the overall health of Central Ohio, serving one individual at a time. We are focused on whole-person wellness, available to ALL in Central Ohio who need it, regardless of ability...

  • Bilingual Secretary

    1 month ago


    Columbus, United States R&T Staffing LLC Full time

    Job DescriptionJob DescriptionSalary: $17/hrWe're seeking a bilingual Secretary (Spanish) to join our team. The ideal candidate will be fluent in Spanish and English, with excellent communication and organizational skills. The Secretary will be responsible for providing administrative support to our office staff and assisting with daily...


  • Columbus, United States Molina Healthcare Full time

    Provides customer support and stellar service to meet the needs of our Molina members and providers. Resolves issues and addresses needs fairly and effectively, while demonstrating Molina values in their actions. Provides product and service informat Customer Experience, Spanish, Bilingual, Experience, Remote, Microsoft, Retail, Healthcare


  • Columbus, United States LHH Full time

    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...


  • Columbus, United States LHH Full time

    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...


  • Columbus, United States LHH Full time

    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...


  • Columbus, United States Value City Furniture Full time

    ** Customer Care Representative - Bilingual - Starting at $15.50** *Share by Email* Location: CORPORATE OFFICE At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey. To that purpose, our job is to provide our customers with an easy and fun furniture shopping...


  • Columbus, United States OASIS International Full time

    ** Customer Service Representative** **Job Category****:** Customer Service **Requisition Number****:** CUSTO02873 Showing 1 location **Job Details** **Description** The Customer Service Representative will handle any phone call or email that is received. Calls/Emails will range from simple inquiries and orders to more complex customer account inquiries....

  • Financial Advisor

    1 month ago


    Columbus, United States Lifetime Financial Growth Full time

    Job 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...


  • Columbus, Ohio, United States Randstad USA Full time

    As 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...


  • Columbus, Ohio, United States Randstad USA Full time

    Our 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 Western & Southern Life Full time

    Organization : 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...


  • Columbus, United States Western & Southern Life Full time

    Organization : 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...


  • Columbus, United States Access 2 Interpreters, LLC. Full time

    Job DescriptionJob DescriptionWe are an interpretation and translations company serving the Columbus, Ohio area. We are currently seeking a Full Time Spanish Interpreter in the social services field to interpret between clients and caseworkers in an office environment.Hours: Monday through Friday 8:00am to 5:00pm (60 min lunch)Requirements:Must be bilingual...


  • Columbus, United States U.S. Bancorp Full time

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Spanish, Bilingual, English, Education


  • Columbus, United States Access 2 Interpreters, LLC. Full time

    Job DescriptionJob DescriptionSpanish Language Interpreter - Choose Your Own HoursFace to Face (not video or telephone) InterpretationWHO WE ARE: Access 2 Interpreters, LLC, is the largest local interpretation & translation business in Columbus providing interpreters and translators locally and nation-wide. Our main office is located in Downtown Columbus.As...


  • Columbus, United States Educational Solutions Company Full time

    Job DescriptionJob DescriptionDescription:Looking for bilingual Spanish speaking candidates to work alongside our Spanish speaking population of students. The ideal candidate will have a strong grasp of the English Language and a love for seeing students excel academically. The candidate will work along side a team of educators from teachers, support staff...


  • Columbus, United States Lifetime Financial Growth Full time

    Job 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...


  • Columbus, United States KEMBA Financial Credit Union Full time

    Job 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...


  • Columbus, United States AT&T Full time

    **Job Description:** Do you speak Spanish and English? If you do, were looking for you! Our Retail Careers come with awesome perks and may include additional starting pay if you are bilingual. Exciting news! This position offers a $1,000 Sign on Bonus ($500 after 3 months and $500 after 6 months) Its time to take your sales career to the next level. Every...