Customer Service-Financial Service Representative

Are you detailed-oriented, organized and an effective communicator?A leader in the Insurance and Financial Services industry is looking to hire a Financial Services Representative (CSR) to join their Private Sector Bundled Client Services Retirement Plan team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and understand the importance of making and keeping loyal customers happy, this opportunity is perfect for you!The **Start Date - 3/24/25Location: 215 N Front St. Columbus, Ohio 43215Fully remote options are available (candidates must reside in the Eastern and Central Time Zones)Hours of ** Monday - Friday 8:30 am - 5:00 pmCompensation: $17.50/hr.Benefits; Medical, Dental, Vision, 401K, etc.Paid Training and equipment will be providedCareer growth opportunitiesAbout the **As an Analyst, the focus is on delivering exceptional care to plan sponsors. The key responsibilities include supporting the phone queue, addressing inquiries related to submitting census and payroll, and undertaking assigned project tasks. This role entails ensuring seamless communication and efficient handling of essential tasks to meet the needs of stakeholders.Key *Taking incoming calls from private sector planned sponsors 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 inquiriesEducate and provide service to customers on productsReviews, researches, and interprets records and reports to accurately make decisionsResolves routine errors requiring corrective processingWhat we are looking for in a *Strong communication skills with the ability to interact professionallyExcellent organizational skills and attention to detailProficiency in data manipulation and formattingExperience with data management tools and software (e.g., Excel, Outlook, and Word)Knowledge of best privacy practices regarding handling sensitive dataProactive problem solving abilitiesSomeone who can easily adapt to changeAs an ideal candidate you will **· A completed or nearly completed bachelors degree (preferably in Business, Communications, Economics, Finance, or a related field)· Two years + of solid work experience in a service related field. Call Center, Banking and Wealth Management etc.· Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneouslyIf you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to michelle.liggett@ for consideration.I look forward to connecting!

Created: 2025-02-27