Customer Support Representative - Financial Services

Job Title: Customer Support Representative – Financial Services
Location: Columbus, OH 43215
Job Type: Contract
Work Arrangement: Onsite
Pay Rate: $19.00/hr. on W2

Position Overview

We are seeking a professional and customer-focused Client Service Representative to join a fast-paced financial services environment in Columbus, OH.

The Client Service Representative will handle inbound calls from clients regarding brokerage accounts, cash management products and services, online account access, mobile applications, and general account or financial inquiries.

The ideal candidate will demonstrate strong communication skills, attention to detail, professionalism, and the ability to resolve client inquiries accurately and efficiently while meeting established service and performance metrics.

Candidates should be comfortable working in a high-volume, team-oriented financial services environment and able to manage multiple tasks while adapting quickly to changing priorities.

Key Responsibilities

• Handle inbound telephone calls from clients regarding brokerage accounts and financial services.
• Provide accurate and professional assistance with client account-related inquiries.
• Support questions related to brokerage cash management products and services.
• Assist clients with online brokerage platforms and client websites.
• Provide support for mobile applications and digital account services.
• Address general account, transaction, and financial-service inquiries.
• Research client questions and provide appropriate solutions or route issues to the appropriate department.
• Maintain a high level of accuracy when reviewing and discussing client information.
• Follow established procedures, policies, and regulatory requirements when servicing clients.
• Document client interactions and account-related activities accurately.
• Consistently meet established department performance, quality, productivity, and service-level metrics.
• Demonstrate professionalism and deliver a high level of client service on every interaction.
• Manage multiple tasks effectively while handling a high volume of inbound calls.
• Work collaboratively with team members and internal departments to resolve client issues.
• Adapt quickly to changes in processes, products, systems, and business priorities.
• Protect confidential client and financial information.

Required Qualifications

Candidates must meet at least one of the following:

• College degree, OR
• Previous contact center / call center experience

Additional qualifications:

• Strong verbal and written communication skills.
• Professional and customer-focused approach.
• Ability to handle inbound calls in a fast-paced environment.
• Strong attention to detail and accuracy.
• Ability to multitask while maintaining quality and productivity.
• Strong problem-solving and issue-resolution skills.
• Ability to learn financial products, services, systems, and processes quickly.
• Comfortable working with computers and multiple applications simultaneously.
• Ability to work effectively in a team-oriented environment.
• Ability to meet established performance and quality metrics.

Preferred Qualifications

• Previous experience in financial services, banking, brokerage, insurance, or fintech.
• Previous experience supporting brokerage or investment accounts.
• Experience with cash management products/services.
• Experience supporting online banking, brokerage websites, or mobile applications.
• Contact center or customer service experience in a high-volume environment.
• Experience working with CRM or customer account-management systems.
• Experience handling confidential financial or customer information.

Ideal Candidate Backgrounds

For sourcing, I would target:

Primary:

• Client Service Representative
• Customer Service Representative
• Client Support Representative
• Customer Support Representative
• Call Center Representative
• Contact Center Representative
• Financial Services Representative

Financial-services candidates:

• Banking Customer Service
• Brokerage Client Service
• Investment Operations Support
• Financial Services Call Center
• Bank Call Center
• Credit Union Member Service
• Insurance Customer Service
• FinTech Customer Support

finance and banking