Solutions Center Specialist

Immediate job opening for a Solutions Center Representative. In this role, you will be provide crucial support to our client's members, partners, plan sponsors, and investment professionals.

To be successful in this position, you will need a strong understanding of high-level product/plan information and regulatory requirements. Your ability to analyze and effectively resolve inquiries related to general accounts, plan fees, and overall plan details will be essential.

Please note that this is a fully onsite position based in Columbus, Ohio, and relocation cost reimbursement is not available. We are primarily considering local candidates.

What you will do:

Answer participant inquiries and process requests pertaining to their retirement account.

Discuss a variety of topics with the participant including password resets, contributions,

asset allocation, rollovers, withdrawals, etc.

Follow all Ohio Deferred Compensation, government, and regulatory procedures to insure credibility and compliance.

Provide the best customer service by carefully analyzing situations and working with all internal partners to determine proper course of action.

What you will need:

Bachelor's degree in business or a related field of study

Minimum one year in a customer service or sales-related role.

Excellent customer service, communication, MS office proficiency, and financial industry knowledge.

Consultative sales aptitude and passion for interacting and helping customers.

Next Step:

For immediate consideration, send your resume to .