Customer Support Specialist

4 weeks ago


Columbus, Ohio, United States Randstad Enterprise Full time

Randstad Enterprise is seeking a skilled Customer Support Specialist to provide exceptional service to members, partners, and plan sponsors in the financial services industry.

This role requires a strong understanding of high-level product and plan requirements to analyze and resolve general account, plan fees, or plan inquiry questions.

The ideal candidate will have open availability to work a hybrid schedule, Monday through Friday from 8am to 11pm and Saturday from 9am to 6pm.

Key Responsibilities:

  • Respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics, including product suites and regulatory requirements.
  • Interpret and apply changes and enhancements to new and old products based on daily change communications.
  • Maintain accurate records of conversations and follow a process of documentation to support the company's strategy of knowing its members better than anyone.
  • Ensure compliance with FINRA and other professional licensure requirements, policies, firms, plan documents, and state and local laws.
  • Educate customers on tax implications, penalties, surrender charges, death benefit protection, lifetime income, capital preservation, and benefits pertaining to the plan or contract.
  • Analyze problems to determine the proper course of action, striving for first-time final resolution.

Requirements:

  • High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
  • 2 years of customer service experience in financial services, banking, retail sales, and/or hospitality services.
  • Proficiency with computers and Microsoft Office software.
  • Ability to understand general aspects of plans and contracts and utilize technology to enhance conversations with customers.
  • License/Certification/Designation: ChFC, CLU, or other industry designations desirable; FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.

For immediate consideration, please submit your resume to the hiring manager.



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