Financial Services Representative
Tailored Management - Columbus, OH
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Job Tittle: Customer Service RepresentativeLocation: 4343 Easton Commons, Columbus, OH 43219Set Up: Fully Remote for Training then On-Site.Pay Rate: $19.17 per HourContract Length: 6 months Contract Extension or Conversion to FTE based on Performance, Attendance and Business NeedBenefits: Paid Weekly, Health, Dental & Vision Benefits Available!Target Start Date: upon completion of new hire onboarding.This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!Job DescriptionIn this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.ResponsibilitiesClient Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.Successful applicants will be highly professional, career driven, and committed to World-Class Service.Ability to contribute in a fast paced, team-oriented environment.Aptitude to multi-task and adjust quickly to change in a busy financial service centerSkills RequiredAbility to contribute in a fast paced, team-oriented environment.Aptitude to multi-task and adjust quickly to change in a busy financial service centerEducation and Other RequirementsCollege degree preferredPossess general knowledge of financial markets.Previous contact center experienceShould you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.
Created: 2025-01-16