Financial Services Consultant

6 days ago


Columbus, Ohio, United States Randstad Full time
Job Overview

We are seeking a Solutions Center Representative to work in downtown Columbus, Ohio for a Fortune 100 company. The position is fully onsite and offers relocation cost reimbursement is not available for this position. Local candidates are preferred.

Salary: $38,978 - $39,698 per year

About the Role

This role involves providing exceptional customer service by answering participant inquiries and processing requests pertaining to their retirement account. You will discuss various topics with participants, including password resets, contributions, asset allocation, rollovers, withdrawals, etc.

You will be responsible for following all Ohio Deferred Compensation, government, and regulatory procedures to ensure credibility and compliance. Your excellent customer service skills, communication skills, and financial industry knowledge will enable you to provide top-notch support to our clients.

  • High School diploma or equivalent required. Undergraduate degree is preferred.
  • Minimum one year in a customer service or sales-related role.
Requirements
  • Excellent customer service, communication, MS office proficiency, and financial industry knowledge.
  • Consultative sales aptitude and passion for interacting and helping customers.
Benefits

Randstad is an Equal Opportunity Employer and welcomes people of all abilities. We offer a comprehensive benefits package, including health insurance, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).



  • Columbus, Ohio, United States Meron Financial Agency Full time

    Unlock Your Earning Potential as a Financial ConsultantWe are seeking driven individuals to join our team of financial consultants at Meron Financial Agency. As a leading firm, we empower individuals and businesses to achieve their financial goals with a client-centric approach and cutting-edge technology.The average agent can earn $800-$1,200 per policy...


  • Columbus, Ohio, United States Meron Financial Agency Full time

    Company OverviewMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We believe you shouldn't have to choose between financial success and personal freedom.Compensation StructureCommission-Only with no ceiling to your earning potentialAverage agents earn $800 - $1,200 per policy...


  • Columbus, Ohio, United States PNC Financial Services Group Full time

    About the Role:We are currently seeking a talented Financial Services Associate to join our team at PNC Financial Services Group. As a key member of our retail branch organization, you will play a critical role in providing exceptional customer service and support to clients.In this role, you will be responsible for performing a variety of tasks, including...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    Senior Financial Analyst Opportunity in Columbus, OHCreative Financial Staffing is seeking a skilled Senior Financial Analyst to join their team. This key role involves managing financial reporting, budgeting, and forecasting for designated customers, businesses, and departments.Key Responsibilities:Analyze financial reports to identify trends and...


  • Columbus, Ohio, United States Phaxis - Financial Services Full time

    Job OverviewPhaxis - Financial Services is a reputable global firm with a presence in Columbus, OH. We are seeking highly professional and career-driven individuals to join our team as Client Service Representatives.About the RoleThe successful candidate will be responsible for handling incoming calls regarding various service inquiries on Brokerage...


  • Columbus, Ohio, United States Phaxis - Financial Services Full time

    Job DescriptionA hybrid position is available at Phaxis - Financial Services in Columbus, OH for a Client Service Representative.This exciting opportunity offers room for growth with a reputable financial firm.We are seeking a professional to handle incoming phone calls regarding service inquiries on Brokerage accounts. The successful applicant will respond...


  • Columbus, Ohio, United States Northwestern Mutual Full time

    Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Growth Consultant to join our team at Northwestern Mutual. In this role, you will play a key part in enhancing field productivity and profitability by partnering with financial advisors to build and grow integrated planning practices.About UsAt Northwestern Mutual, we are...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    Financial Excellence AwaitsWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing in Columbus. As an Accounting Consultant, you will play a crucial role in steering our company towards financial excellence.About the CompanyCFS Columbus is a leading organization dedicated to providing top-notch financial...


  • Columbus, Ohio, United States Kestra Financial Independent Advisor Full time

    Kestra Financial Independent Advisor is seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for providing exceptional client service, administrative support, and operational expertise to our financial advisors and clients.As a Financial Services Coordinator, you will be the primary point of contact for clients,...


  • Columbus, Ohio, United States Kestra Financial Independent Advisor Full time

    As a Financial Services Coordinator at Kestra Financial Independent Advisor, you will play a vital role in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support to our financial advisors and ensure seamless day-to-day operations.Job SummaryWe are seeking a highly organized and detail-oriented...


  • Columbus, Ohio, United States Meron Financial Agency Full time

    A Career with Unlimited Growth PotentialMeron Financial Agency is a leading firm dedicated to empowering individuals and businesses to achieve their financial goals. We're looking for passionate, driven professionals who want to make a meaningful impact on people's lives as financial consultants.You'll enjoy a competitive compensation package with estimated...

  • Financial Examiner

    7 days ago


    Columbus, Ohio, United States Horizon Financial Services Llc Full time

    At Horizon Financial Services Llc, we are seeking a highly skilled Financial Examiner to join our team. As a Financial Examiner, you will play a critical role in reviewing books and records for existing and prospective factoring and asset-based lending clients.The ideal candidate will have strong analytical skills and be able to analyze and test accounts...


  • Columbus, Ohio, United States KEMBA Financial Credit Union Full time

    About the RoleAs a Member Service Representative II at KEMBA Financial Credit Union, you will be responsible for providing exceptional member service and sales support to meet their financial needs.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of member sales and service-related functions.Establishes and...


  • Columbus, Ohio, United States KEMBA Financial Credit Union Full time

    Job OverviewKEMBA Financial Credit Union seeks a skilled Member Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our members while maintaining a high level of professionalism.This is an excellent opportunity for individuals who enjoy working in a fast-paced environment...


  • Columbus, Ohio, United States Horizon Financial Services Llc Full time

    About the RoleWe offer an attractive opportunity for a Field Examiner Employee or Contractor to join Horizon Financial Services Llc as part of our growth strategy.Estimated Salary: $60,000 - $80,000 per year, depending on qualifications and location.The selected candidate will be responsible for conducting thorough examinations of clients' financial data,...


  • Columbus, Ohio, United States New York Life Insurance Company - Columbus, OH Full time

    About New York Life Insurance Company - Columbus, OHWe are a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About Gryphon Financial Partners LLCAs a Senior Client Service Associate, you will provide exceptional service to our clients at Gryphon Financial Partners LLC. This role involves managing the day-to-day aspects of the client experience.Job ResponsibilitiesOnboarding new clients with professionalism and attention to detailMaintaining strong relationships...


  • Columbus, Ohio, United States First Command Financial Services, Inc. Full time

    **Company Overview:** First Command Financial Services, Inc. has been helping military families achieve their financial goals since 1958. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial services industry.**Job Description:** As a Financial Advisor with First Command, you will have the...


  • Columbus, Ohio, United States Kestra Financial Independent Advisor Full time

    **Job Description**Kestra Financial Independent Advisor seeks a highly skilled Financial Services Support Associate to provide exceptional client experience and support senior staff members with administrative tasks.**Key Responsibilities:**Provide administrative support, including scheduling appointments, managing correspondence, and processing...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About Our TeamGryphon Financial Partners LLC values excellence in client service. As a Senior Client Service Associate, you will play a key role in delivering exceptional experiences for our clients.ResponsibilitiesManage day-to-day client interactions with professionalism and careBuild strong relationships with clients through consistent communication and...