Financial Services Representative

Financial Services Representative

Immediate need for a talented Financial Services Representative. This is a six-month contract (possible extension) opportunity with long-term potential and is located in Troy, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested. Pay Range: $18-$19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Receives and responds to incoming customer/agent/employer inquiries.
• Communicates with customers, field staff, service centers, internal/external sales support, and other industry companies through oral and written communication.
• Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
• Resolves routine errors requiring corrective processing.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a supervisor.
• Reviews, research, and interprets records and reports to accurately make decisions.
• Decision making skill necessary for customer contacts.
• Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
• Performs other duties as requested.
• 75hrs/day: 38.75hrs/week

Key Requirements and Technology Experience:

• Must have associate or bachelor's degree.
• Strong problem-solving skills
• Time management skills
• Basic typing and computer skills
• Background in customer service, preferred
• Strong interpersonal and written communications
• The ability to work within a team and independently.
• High attention to detail.