What are the responsibilities and job description for the Financial Customer Service Representative position at Randstad?
Would you like to join a company that values being part of a team and provides growing opportunities for their employees?
Randstad in partnership with a Fortune 100 company headquartered in Columbus, Ohio is actively seeking a Financial Service Rep to be a part of their Annuity New Business Transfer team in Grandview Heights, Ohio. This is an excellent opportunity to build a fulfilling career with a leading employer in the insurance and banking and financial services industry, who has recently been named one of Fortune's 100 Best Companies to Work For.
Why Work With Us?
· The Pay Is: $19.00 per hour
· The Work Schedule is: Monday to Friday 8:30 am to 5:00 pm
· We offer weekly pay and health benefits
· Hybrid work schedules available(Tuesday/Wednesdays inoffice)
· Office location: 1000 Yard St. Grandview Heights, Ohio 43212
· Career growth opportunities
What You'll Do (Key Responsibilities):
- Manage the end-to-end process of applying transferred money to new incoming annuity contracts.
- Ensure all transfers adhere strictly to state, federal, and internal compliance regulations.
- Process Life Operation Annuity setups accurately and efficiently.
- Proactively handle follow-up calls and emails with relinquishing companies to ensure timely service.
- Identify and follow up on any outstanding requirements or items necessary to complete the money transfer process.
What We're Looking For (Ideal Qualifications):
- Experience in the financial services, insurance, or annuity industry is highly preferred.
- Strong verbal and written communication skills for professional interaction with internal and external partners.
- Exceptional attention to detail and a commitment to maintaining compliance standards.
- Proven ability to manage multiple tasks in a fast-paced, regulated environment.
- A passion for delivering high-quality, professional customer service.
- Bachelor's degree candidates or those with relevant work experience are encouraged to apply
If you're ready to make a positive impact and grow professionally with a leading employer, we want to hear from you! Don't miss this opportunity to join our team and embark on a fulfilling career journey in the financial services industry. Apply now and let's shape the future together!
Interested?
Make sure your resume is up to date and forward it to michelle.liggett@randstadusa.com for consideration. Thank you and we look forward to connecting with you!
Salary : $19