21 Financial Services Representative Jobs in Columbus, OH
LHH is Hiring a Financial Services Representative Near Columbus, OH
LHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is a direct hire opportunity and will offer a laid back company culture!
Main Responsibilities:
- Answer incoming emails and calls from clients
- Assist with account balances, collecting information for new accounts and answering basic questions
- Assist with the transfer of accounts
- Provide administrative support to financial advisors
Qualifications:
- Previous experience in financial services highly preferred
- At least 2 years of account support experience
- Strong administrative background
- Excellent communication skills both written and verbal
- Previous exposure to financial documents/industry is helpful
- Organized and detail oriented
This company offers a very collaborative environment and looking for someone that can be a long term fit!
Job Summary
Full Time
$48k-60k (estimate)
04/29/2024
05/16/2024
lenoxhill.northwell.edu
NEW YORK, NY
1,000 - 3,000
Private
FRANCK DANZA
$1B - $3B
Hospital
Related Companies
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
