Financial Services Specialist

Dublin, OH


Order: 2159344


Order Type : TempToFT


We are seeking a polished and driven Financial Services Specialist to join a well-established financial organization with an exceptional reputation and long-term employee retention. This is a relationship-focused, account management role-not a sales position-working closely with financial institutions across the country.

This opportunity offers strong earning potential, a collaborative team environment, and clear long-term growth as leadership transitions in the coming years.

Key Responsibilities
• Build and maintain strong relationships with financial institutions, co-agents, and service providers
• Manage daily trading activities including rate updates, rate sheets, and inquiries
• Execute purchase orders, track trades, and maintain accurate system records
• Generate and distribute rate quotes to support client needs
• Monitor daily maturities and proactively support reinvestment opportunities
• Communicate market trends and provide ongoing support to partners
• Ensure a high level of customer service through consistent communication and responsiveness

Qualifications
• Bachelor's degree in Finance, Business, or related field preferred
• 3-5 years of experience in a financial institution, brokerage, or trading environment
• Strong communication and relationship-building skills
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
• Proficient with Microsoft Office and general computer systems
• Professional demeanor with a strong sense of ownership and accountability

Benefits
• Industry-leading 401(k) match (up to 11%)
• Stable organization with an average employee tenure of 20+ years
• Strong emphasis on culture fit, professionalism, and long-term growth
• Advancement opportunities as leadership transitions in the near future

Apply today or call View phone number on click.appcast.io to learn more! Interviews will begin immediately!

This company is an Equal Opportunity and Affirmative Action employer and is committed to a diverse and inclusive workplace. Hiring decisions are based on qualifications, merit, and business needs.

All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.