Financial Customer Service Representative

🚀 Launch Your Finance Career: Entry-Level Financial Customer Service Representative

Columbus, OH (Hybrid)

Are you ready to stop looking for a job and start building a career?

Join our top-ranked Retirement Solutions team in Columbus, OH, as an Entry-Level Financial Customer Service Representative. This is your chance to launch your career with a Fortune 100 leader that will invest in your future, providing the support and licensing you need to grow into advanced financial roles.

We’re looking for passionate problem-solvers to be the expert guide for our members, plan sponsors, and brokers.

Why Choose This Role? Your Career Roadmap Starts Here.

This is a direct path to a rewarding career in financial services, with unparalleled company support:

• 📈 Employer-Sponsored Licensing: We cover the cost of all study materials and exams for your Series 6 and 63 FINRA licenses—marketable credentials that will significantly boost your career potential.
• 🚀 Clear Career Mobility: After just one year of service, you gain access to significant internal movement, with proven pathways into roles across Wealth Management, Operations, and Compliance.
• 💰 Competitive Pay & Growth: Start at $19/hr with an opportunity for a pay increase within 6–12 months based on performance.
• 🧠 Dedicated Development: You will have monthly meetings with leadership to actively strategize and build your personal career roadmap.

The Day-to-Day: What You'll Be Doing

As a key member of our team, you will provide extraordinary care to public sector participants regarding their retirement accounts:

• Handle high-volume incoming calls and resolve basic topics such as account balances, distribution questions, and password resets.
• Analyze and resolve general account inquiries, plan fees, and plan questions, leveraging your comprehensive training.
• Educate customers on complex financial topics like tax implications, penalties, death benefit protection, and lifetime income benefits.
• Resolve routine processing errors and strive for first-time final resolution on every call.

The Details

• Location: Columbus, OH (3 Nationwide Plaza)
• Work Schedule: Hybrid (2 days in the office, 3 days from home)
• Compensation: $19/hr starting pay
• Training: 7 weeks of comprehensive, paid training (M-F, 9:00 AM - 5:30 PM)
• Hours of Operation: Monday - Friday (8:00 AM - 11:00 PM) & Saturday (9:00 AM - 6:00 PM). Open availability is required.
• Benefits: Medical, Dental, Vision, 401K, Free Parking

Who You Are

• You have a genuine interest in building a long-term career in Financial Services.
• You are engaging, both in person and over the phone, and possess a strong passion to succeed in a fast-paced, dynamic environment.
• You seek feedback and innovative ideas to continuously improve your performance.

Bonus Points (Ideal Candidate Traits):

• A completed or nearly completed Bachelor's Degree (Business, Communications, Economics, or related fields preferred).
• One year of solid work experience in a service-related field (e.g., restaurant, retail, hospitality, administrative).
• The ability to communicate clearly while simultaneously navigating computer systems.

If you are ready for a role that doesn't just offer a job but provides a strategic foundation for a successful financial career, we encourage you to apply!

Don't delay—apply today or send your resume directly to michelle.liggett@randstadusa.com for expedited consideration.