Financial Customer Service Representative

Do you have an interest or passion for Finance, Wealth Management or Retirement Planning? This is an entry level role 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 Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 1000 Yard St Grandview Heights, OH 43212.
• Office Hours: 8am - 8pm Mon - Fri. Candidates must have open availability and will be scheduled for a 38.75 work week
• 5 weeks paid training – 10-6:30 Monday - Friday
• Health Benefits and weekly pay!
• Career growth opportunities after 12 months with pay increase!
• Paid SERIES 6 LICENSE!
• Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred!

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

salary: $18.99 - $19 per hour
shift: First
work hours: 8 AM - 8 PM
education: Bachelors

Responsibilities

Responsibilities

Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information. Interpret and apply all changes and enhancements to new and old products Cross-sells unfamiliar product line to support strategy of all business lines meeting goals Identifies the root cause to proactively offer consultative expertise and uncover the unstated need Maintains a documented record of conversations to best learn from customers Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience Follows all rules and regulations to ensure compliance.

What you need:

Have a consultative sales aptitude and enjoy interacting with customers and helping others Financial services experience is a plus, but not necessary Highly engaged, grateful, and humble attitude Excellent verbal and written communications Proficiency with computers and common office software

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, Marketing and Communications preferred

Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience

- A SERIES 6 and 63 LICENSE WILL EVENTUALLY BE REQUIRED

Skills

• Telephone Etiquette
• Typing Skills
• Customer Service
• Financial Services
• Financial advising
• Time Management
• Microsoft Office
• Adapting to Change
• Insurance
• Communication
• Wealth Management

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 [email protected].

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.