Financial Customer Service Representative
: Job Details :

Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk!

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

About this position:

• Start Date: Jan 2025
• Pay Rate: $19/hr.
• Hybrid Training Schedule. Monday/Fridays WFH and Tues/Wed/Thurs in office. Post Trainging Work Schedule: WFH M/TH/ F and Tues/Wed in office. The office is located at 1000 Yard St Grandview Heights, OH 43212.
• Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
• Schedules are variable and based on business needs; open availability between 8am - 8pm EST is required for consideration
• 5 weeks paid training
• Health Benefits and weekly pay
• Career growth opportunities after 12 months with pay increase.

Responsibilities

· Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.

· Interpret and apply all changes and enhancements to new and old products

· Cross-sells unfamiliar product line to support strategy of all business lines meeting goals

· Identifies the root cause to proactively offer consultative expertise and uncover the unstated need

· Maintains a documented record of conversations to best learn from customers

· Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience

· Follows all rules and regulations to ensure compliance.

What you need:

· Have a consultative sales aptitude and enjoy interacting with customers and helping others

· Financial services experience is a plus, but not necessary

· Highly engaged, grateful, and humble attitude

· Excellent verbal and written communications

· Proficiency with computers and common office software

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred

Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience

- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED

Interested?

Make sure your resume is up to date and forward it to ...@randstadusa.com for consideration. Thank you and we look forward to connecting with you!