Client Services Representative
3 weeks ago
Ready to join the Securities Industry? Do you enjoy collaborating with members, answering questions, and educating others?
Join the Retirement Solutions team of a Fortune 100 Company which assists current members, plan sponsors and brokers with account maintenance, and answers questions about current 401k accounts and planning for retirement. The Details:
- Start Date - 1/6/25
- Location : 10 West Nationwide Blvd Columbus, Ohio 43215
- Training will be remote. In 2025 a hybrid work schedule will be implimented.
- Parking will be provided
- Compensation: $19/hr ( pay increase upon conversion )
- Benefits; Medical, Dental, Vision, 401K, etc.
- Employer sponsored Finra study materials and exams
- Career mobility within a Fortune 100 organization after 1 year of service
Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required.
Paid Training is for 5 weeks. Training hours are expected to be Monday through Friday 8:00 am to 4:30 pm. Post training work schedules will be randomly assigned-38.75 hour work week.
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.
salary: $18.99 - $19 per hour
shift: First
work hours: 8 AM - 11 PM
education: Associate
Responsibilities
Key Responsibilities:
· Taking incoming calls from public sector participants 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 to support sales objectives
· Uncover routine sales opportunities and market products to support sales objectives
· Reviews, researches, and interprets records and reports to accurately make decisions
· Resolves routine errors requiring corrective processing
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 sales and service atmosphere with a top employer
· One year of solid work experience in a service related field. 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
· A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED
Skills
- Active Listening
- Telephone Etiquette
- Basic Software Skills
- Typing Skills
- Adapting to Change
- Call Center Support
- Financial Services
- Verbal Communication
- Sales Support
- Empathy
- Call Center
- Basic Computer Skills
- wealth management
Qualifications
- Years of experience: 2 years
- Experience level: Entry Level
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
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