Financial Representative/Customer Service
3 weeks ago
Do you have a background in Business administration, Finance, or Economics, and seeking an opportunity to start a career in financial services?
We are actively seeking Financial Representatives/Customer Service Reps to join our Private Sector Retirement Plan Solution Center team in Columbus, Ohio.
If you have a background in customer service, have a positive, professional demeanor and understand the importance of making and keeping loyal customers happy, this opportunity is perfect for you
The Details:
Start Date - June 10, 2024
This is a contract position that will go through September 2024 with possible extension.
Location : 10 West Nationwide Blvd Columbus, Ohio 43215
Fully remote options are available(candidates must reside in the Eastern and Central Time Zones)
Hours of Operation: Monday - Friday 8:00 am - 6:00 pm
Compensation: $19/hr.
Benefits; Medical, Dental, Vision, 401K, etc.
Paid Training
About the Job:
As a Representative, you will provide extraordinary care to members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate the company's marketing strategies when communicating with customers.
Key Responsibilities:
Taking incoming calls from private sector planned sponsors regarding their retirement accounts.
Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.
Building meaningful connections/relationships and engage with customers via phone inquiries
Educate and provide service to customers on products
Reviews, researches, and interprets records and reports to accurately make decisions
Resolves routine errors requiring corrective processing
What we are looking for in a candidate:
Candidates who hunt for innovative ideas and seek feedback to continuously improve performance
A passion and drive to succeed in a fast paced environment
A quick learner
Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Someone with critical thinking and problem solving skills
An engaging personality, both in person and over the phone
Someone who can easily adapt to change
As an ideal candidate you will have:
A completed or nearly completed bachelor's degree (preferably in Business, Communications, Economics or a related field)
Candidates interested in building a career in service atmosphere with a top employer
One year of solid work experience in a service related field. Call Center, Restaurant, retail, administrative, hospitality, etc.
Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to michelle.liggett@ for consideration.
I look forward to connecting
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