Process Specialist: III (Senior)

Description We are looking for a skilled and detail-oriented Process Specialist III (Senior) to join our team in Columbus, Ohio. In this role, you will provide exceptional customer service and operational support while managing communication with advisors, customers, and vendors. This is a long-term contract position offering an excellent opportunity to contribute your expertise in a dynamic environment. Responsibilities: - Perform operational tasks with accuracy and efficiency to support business processes. - Compile and analyze data for system inputs and reporting purposes. - Communicate effectively with advisors to ensure clear understanding of processes and requirements. - Provide excellent customer service by addressing inquiries and resolving issues promptly. - Build and maintain strong relationships with vendors to support business operations. - Apply knowledge of annuities and investment products to assist with relevant tasks and decision-making. - Ensure compliance with company policies and procedures in all activities. - Collaborate with team members to streamline processes and optimize workflow. - Identify opportunities for improvement and contribute to the implementation of solutions. Requirements - Proven experience in customer service roles with a focus on professionalism and responsiveness. - Ability to compile, process, and interpret data accurately. - Familiarity with annuities and investment products is highly desirable. - Strong communication skills for interacting with advisors, customers, and vendors. - Excellent organizational skills to manage multiple tasks effectively. - Experience in operational support or similar roles. - Demonstrated ability to work collaboratively in a team environment. - Attention to detail and commitment to delivering high-quality results. TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .