Customer Service- Financial Services Rep

Job Description

Job Description

Customer Service- Financial Service Rep

This is an exciting customer service opportunity to work with one of Columbus's TOP Employers, a leader in the Insurance and Financial Services Industry

• Pay rate: $19.00 per hour
• Office location - 1000 Yard St. Grandview Heights, OH 43212
• Hours Monday-Thursday 9 am-6 pm and Fridays 8:30 am - 4:15pm
• Training Hours: Mon-Fri 8 am- 5 pm or 9 am- 6 pm
• Start Date: July 6, 2026
• Free Parking!
• Cafeteria on site
• We offer weekly pay and Health Benefits
• We offer career growth opportunities after 12 months with pay increase

Duties and Responsibilities:

As a Customer Service Representative in our Advisory Annuity phone team, you'll play a vital role in helping individuals and businesses prepare for and protect their retirement. We are looking for candidates who are passionate about delivering extraordinary care.In this role you would be taking inbound calls from advisors and clients wanting to service their annuity contract. Examples are like withdrawals and contributions etc. Most of the calls are regarding in force annuity contracts, but some calls are new business related. This team is also responsible for processing non financial requests. An example of this would be updating owner or beneficiary information on a contract.

salary: $18.99 - $19 per hour
shift: First
work hours: 9 AM - 6 PM
education: Bachelors

Responsibilities

This solution center is responsible for delivering a quality experience with each interaction, while maintaining and exceeding service level agreements. 75% of your day would be spent taking inbound calls(ave 20 calls per day) and the other 25% is spent processing reques ts.

Qualifications and Core Competenc ies:

• Driven candidates eager to build a rewarding career in financial services
• strong communicators who excel in service-oriented roles
• A completed or nearly completed bachelor's degree(preferably in Business, Communications, Marketing, Economics or related field
• Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
• Two years of solid work experience in a service related field. Restaurant, Call Center, Banking, Retail, Administrative, Hospitality,etc.
• Ability to multi-task, organize, and prioritize work

Skills

• Telephone Etiquette
• Typing Skills
• Customer Service
• Adapting to Change
• Financial Services
• Detailed Oriented
• Multi-tasking
• Microsoft Office
• Annuities
• Data Entry
• Document Review
• Banking Operations
• Insurance

Qualifications
• Years of experience: 2 years
• Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on ziprecruiter.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.