Financial Services Representative
OhioX, Inc.
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The preferred candidate will have a minimum of 6 months experience in RP Ops-Pub Processing Money Out. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Scottsdale: 18700 Hayden Road Scottsdale AZ, 85255 Columbus: Three Nationwide Plaza, Columbus OH, 43215 Work schedule: 2 days in office, 3 days remote. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements. Job Description Key Responsibilities Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service. Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative. May perform other responsibilities as assigned. Reporting Relationships Reports to Operations Division Manager or Service Team Unit Manager. Typical Skills and Experiences Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system. Experience: One to three years of work experience with product-related customer service work experience preferred. Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values Regularly and consistently demonstrates the Nationwide Values. Job Conditions Overtime Eligibility: Non Exempt (Eligible) Working Conditions: Normal office environment. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #J-18808-Ljbffr OhioX, Inc.
- ## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime type: Full timeposted on: Posted 4 Days Agojob... ...– that's the SmartBank way.**Our Senior Financial Services Representative will be responsible for:**Providing excellent customer service...SuggestedWork at officeLocal area
- ...Financial Customer Service Representative Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ months contract opportunity with long-term potential and is located in Columbus, OH. Key Responsibilities...SuggestedContract workWork experience placementWork at officeImmediate start
- Overview Nationwide Financial is seeking a Financial Service Center Representative to provide exceptional customer service while supporting critical financial operations. The role involves processing business requests for public payroll accounts, handling incoming rollovers...SuggestedContract workTemporary workCasual workWork at officeShift work2 days per week
- ...day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays,... ...Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our Hilltop Branch , located in Virginia...SuggestedFull timeTemporary workCurrently hiringImmediate startFlexible hours
- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance...SuggestedFor contractorsWork at office
$40k - $60k
...State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. If you enjoy working closely with people and are passionate about helping clients achieve their financial goals and...For contractorsWork at officeLocal area$20 - $22 per hour
...or equivalent education or experience Financial experience required; mutual fund experience... ...Excellent interpersonal and client service skills Effective written and verbal communication... ...in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000....Contract workSummer internship- ...a Fortune 100 Company. Our longtime Columbus-based client and Fortune 100 leader in the insurance and financial services sector is hiring 30+ Financial Representatives across retirement and life insurance divisions. This is an opportunity to get your foot in the door with...Weekly payFull timeContract workWork at officeRemote workWork from home
$19 per hour
...where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work... ..., Economics, and Communications preferred! Join the Financial Services team that assists participants, plan sponsors and brokers with...Weekly payWork at officeWork from homeMonday to Friday- ...hour shift within 8 AM – 6 PM About the Role We are seeking a Financial Representative to join our team in Columbus. This role is ideal for... ...solving, and are committed to delivering exceptional client service. You will play a key role in supporting field-facing counterparts...Full timeWork at officeShift work
- ...JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL, COLUMBUS IS LOOKING FOR FINANCIAL AID/SERVICES LEADER The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients... ...with diverse backgrounds, including financial services newcomers, military veterans, college graduates...Full time
- ...and platforms aligned with the firm's evolving needs. As a Financial Analysis Senior Associate within CTO, you will be a self-starter... ...qualifications, capabilities and skills: ~ Financial Services Experience To be eligible for this role, you must be authorized...Work at officeVisa sponsorshipShift work
$70k - $95k
...Senior Accountant (Fund) delivers management and oversight of daily financial operations for client funds, acting as the primary team lead to... ...controls knowledge, with sound judgment. Excellent client‑service skills and ability to build relationships. High standards of professional...Full time- ...Overview Career Opportunities with KEMBA Financial Credit Union A great place to work.... ...honesty, fairness, and integrity and render service to Members, which in the same circumstance... ...The physical demands listed below represent those necessary to perform the essential...Local areaRemote work
- A mission-driven financial services company is seeking a Financial Consultant to help clients achieve financial security with flexible, remote work options. This role is suited for military veterans or spouses looking to use their unique experiences to serve others. Responsibilities...Remote workFlexible hours
$19.25 - $24 per hour
...when working a Saturday. ABOUT BMI FEDERAL CREDIT UNION (BMI FCU): BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well‑being of our members and our...Hourly payFull timeWork at office- ...Why you should apply for a job to PNC Financial Services Group: 73% say women are treated fairly and equally to men 81% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Tuition-free and other education options available...Full timeTemporary workPart timeWork experience placementWork at office
$41.25k - $68.75k
...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...
$15 - $18.25 per hour
...Your Opportunity Customer Service Representative CheckSmart Columbus, OH As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role...Hourly payFull timeTemporary workCasual workWork at officeLocal area$20 - $24 per hour
...SolomonEdwardsGroup, LLC (SolomonEdwards) is a full-service professional services firm offering financial, operational and technology consulting and... ...Requirements The physical demands described here are representative of those that must be met by an employee to successfully...Hourly payWork experience placementWork at officeLocal area$70k - $170k
...strong work ethic. We do not require prior financial experience or licensing. We pay for you... ...growth plan. The majority of our new representatives/advisors join without prior financial... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeWork at officeLocal areaMonday to FridayFlexible hours$75k - $150k
...Job Description Job Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and investment advisory services to individuals and small to mid-sized companies. We are a team of professionals who...Full timeContract workRelocation packageMonday to FridayFlexible hours- ...Job Description Job Description Job description: Financial Advisors at Northwestern Mutual-Upper Arlington help their clients... ...advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center...Full timeLocal areaFlexible hours
$13 - $15 per hour
...Customer Service Representative Bilingual Spanish Preferred This job is located at 2724 Cleveland Ave., Columbus, OH 43224 PLS Overview... ...People – Location – Service — is a leading retail provider of financial services. The "P" comes first, because our customers are at...Local areaFlexible hoursAfternoon shiftEarly shift- About the job Financial Consultant (Remote) Serve with Purpose in a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to empowering individuals and families to achieve financial security. With licenses across...Remote jobFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial planning assistant Columbus, OH
- financial advisor training program Columbus, OH
- financial planning administrator Columbus, OH
- senior financial advisor Columbus, OH
- jde finance consultant Columbus, OH
- financial consultant Columbus, OH
- financial advisor development program Columbus, OH
- financial counselor Columbus, OH
- financial associate Columbus, OH
- strategic finance associate Columbus, OH


