CSR Call Center - Financial

Job Description

HIRING NOW - CUSTOMER SERVICE

Are you ready to launch your career with a Fortune 100 financial and insurance services company leader in America? We’re looking for individuals with customer service experience for a Solutions Center Representative position that offers the chance to develop your skills in a fast-paced, rewarding environment while providing exceptional customer service. If you're eager to make an impact and advance your professional journey, we’d love to hear from you!

Location:

Onsite and Hybrid in Grandview Heights, OH.

Shift:

Requires open availability Monday – Friday, 8:00am – 8:00pm EST

***Training will be from 8:00am - 5:30pm EST

Pay Rate:

$19.00/hour

What you will be doing:

· Providing extraordinary care to members, partners, plan sponsors, and investment professionals on various topics.

· Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions

· Analyze issues to determine appropriate solutions, striving for first-contact resolution.

· Educate customers on product features, tax implications, penalties, surrender charges, death benefits, lifetime income, and other plan-related benefits.

· Provide consultative insights by identifying and addressing unstated needs.

· Stay updated on product changes and enhancements through daily communications.

· Document interactions to support customer relationships and deepen engagement.

· Ensure compliance with FINRA regulations, state and local laws, plan documents, and company policies.

The right candidate will have:

· 1+ year of experience in customer service, sales related occupations

· Undergraduate degree in finance, business administration, insurance, economics, communications preferred

· Experience in financial services, insurance or a related field is highly preferred.

· Ability to comply with FINRA rules and regulations

· Exceptional customer service skills, problem-solving, and communication (oral and written) skills required.

· Strong problem-solving abilities with a focus on first-contact resolution

TO APPLY: Email Resume to:

If this job is not for you, feel free to refer a friend.Company Description

Randstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

We can’t wait to tell you all about it!

Full-time