Financial Service Representative
$17 - $18 per hourPyramid Consulting, Inc.
Immediate need for a talented Administrative Support Coordinator. This is 12 months contract opportunity with long-term potential and is U.S(Remote). Please review the job description below and contact me ASAP if you are interested. Job ID: 26-28303 Pay Range: $17/hr - $18/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: Notes: Securities Industry Essentials license required to convert to becoming a clients employee. Then the Series 6 and Series 63 are required. Although client doesn't cover the cost of the SIE exam itself, client does cover the cost for study materials. Client also covers the exam/study materials for the Series 6 and Series 63. To become a client’s employee an associate’s degree is accepted however a bachelor’s degree is preferred. We work a Hybrid model - 1 week in the office, 1 week home however contingent workers will be added to the hybrid rotation after in-person training and when we deem appropriate. Background check and drug test required 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: Associate’s degree, Bachelor’s Degree preferred 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. Our client is a leading Insurance Industry,and we are currently interviewing to fill this and other similar contract positions. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr Pyramid Consulting, Inc.
$19 per hour
...leader in the… This is an exciting customer service opportunity to work with one of... ...Employers, a leader in the Insurance and Financial Services Industry! Pay rate: $19.00 per... ...Responsibilities As a Customer Service Representative in our Advisory Annuity phone team, you...SuggestedHourly payWeekly payFull timeContract workWork experience placement$18 - $19 per hour
Financial Service Representative 12+ Months Contract opportunity. Located in Columbus, OH (Hybrid). 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...SuggestedFull timeContract workWork experience placementWork at officeLocal areaMonday to Thursday- ...Communicate with prospective and existing clients to identify their financial priorities and objectives Explain financial concepts and... ..., and understandable manner Help clients review financial services and product options based on their needs and eligibility Establish...SuggestedRemote jobFull timePart timeLocal areaFlexible hours
$19 per hour
...applicants Direct message the job poster from Randstad Senior Account Manager in partnership with Nationwide Insurance Financial Services Representative-Inbound Support Details: Start Date: 5/19/25 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Fridays WFH and Tues/Wed/...SuggestedWeekly payFull timeWork at officeWork from homeMonday to Friday- Are you ready to work for a leading Fortune 100 Insurance and Financial Services company with a great culture, great opportunities, and great impact not only within Columbus, OH but Nationwide? If you have a background in customer service, retail sales, banking, or finance...SuggestedContract workWork at officeRemote workMonday to FridayShift work2 days per week
$19 per hour
Are you a recent college grad looking to start a career in Financial Services? Do you enjoy collaborating with customers, answering... ...lots of support along the way. We are seeking 2 Financial Representatives to join the Retirement Plan Inbound Solution Center team at...Weekly payWork at officeMonday to Friday- ...Hiring Organisation: Rose International Position Number: 509808 Industry : Insurance Job Title: Customer Service - Financial Services Representative Job Location: Grandview Heights, OH, USA, 43212 Work Model : Hybrid Work Model Details : 2 days in the...Hourly payFull timeContract workTemporary workWork experience placementWork at officeShift work
- ...Policy & Financial Services SpecialistAdvance your career with an industry leader. Nationwide is hiring a Policy & Financial Services Specialist in Grandview Heights, OH. In this hybrid role, you will serve as a key resource for policyholders, agents, and brokerage partners...Contract work
$40k - $60k
...advancement ~ Paid time off ~ Parental leave ~ Training & development ~ Vision insurance Position Overview of the Financial Services Representative I am a local State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to...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$19.15 per hour
...motivated and customer-focused professionals to join our team as Financial Representatives . This role is primarily focused on handling high-volume... ...providing exceptional support to clients in the financial services sector . Hourly Payment: $19.16 Responsibilities: Respond...Hourly payContract work- Our client, a leading financial services organization, is looking to hire a Financial Representative in Columbus, OH . Pay Rate Range: $17-$19/hour W2, depending on experience Responsibilities: Handle incoming calls related to customer inquiries and account support. Provide...Full timeContract workInternshipLocal area
- Financial Representative - Cleveland East, OH### Financial Representative - Cleveland East, OHApply: 200 PINECREST DRIVE ORANGE, Ohio: Full time... ....## **The Expertise and Skills You Bring*** Customer service, phone-based support, or financial services experience provides...Full time
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their... .... Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support...Local area
- ...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
$19.17 per hour
Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare... ...providing exceptional support to clients in the financial services sector. Hourly Payment: $19.17 Responsibilities Respond to...Hourly pay$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- Fidelity Investments invites a Financial Representative to join the Cleveland East branch. As the face of Fidelity, you will deliver exceptional client service, engage clients to deepen relationships, and support front lobby transactions with a focus on compliance and...
- ...Budget planning, and state-level Medicaid financial operations. This includes supporting... ...reporting. Financial acumen, a customer service mindset and ability to partner with the... ...Please keep in mind that this range represents the pay range for all positions in the job...Local area
$22 - $26 per hour
...position. Applicants can be located nationwide Patient Financial Experience Representative #2979 United States Position Description About You You... ...a person who is passionate about providing personalized service while supporting accurate account resolution, financial...Remote jobHourly payFull timeTemporary workMonday to FridayShift work- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security... ...for the purpose of sales, conservation, and service. Adequately prepares for and conducts all...Work at officeLocal area
$18 - $19 per hour
...Immediate need for a talented Bilingual Financial Services Representative . This is a 12 Months Contract opportunity with long-term potential and is located in Grandview Heights OH (Hybrid) . Please review the job description below and contact me ASAP if you are interested...Full timeContract workWork experience placementWork at officeLocal areaImmediate startMonday to Thursday- ...Representative/AdvisorJoin our team as an Independent Financial Services Agent and take control of your career. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker...Full timePart timeFlexible hours
$65k - $75k
...Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is...Full timeWork at office- ...Job DescriptionJob DescriptionMeaningful 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...
$100k
...Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises... ...honesty, fairness, and integrity and render service to Members, which in the same... ...DemandsThe physical demands listed below represent those necessary to perform the essential...Bi-weekly payLocal area- ...Relationships. Build Your Future.At SmartBank, we believe that financial success starts with trusted relationships. As a recognized... ...communities thrive.Through our partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth...Temporary workWork at office
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office... ...minded Investment Advisor Representatives (IARs) who want to build meaningful, long... ...managed accounts and financial planning services. 1, 2 Benefits We offer a suite...Full timeContract workFor contractorsWork at officeRemote work
$41.7k
...Financial Aid Advisor Hondros College of Nursing Columbus, OH The Financial Aid Advisor will provide information and support... ...the College’s Third-Party Aid Processor, Global Financial Services, with resolving conflicting applicant information, verification...Full timeWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Representative. Be the first to apply!
- strategic finance associate Columbus, OH
- financial advisor development program Columbus, OH
- oracle cloud financials consultant Columbus, OH
- financial advisor associate Columbus, OH
- financial associate Columbus, OH
- entry level financial advisor Columbus, OH
- financial planning administrator Columbus, OH
- financial advisor part time Columbus, OH
- jde finance consultant Columbus, OH
- private wealth advisor Columbus, OH



