Financial Representative - Hybrid

Job Description

Financial Representative – Columbus, OH

Location: Columbus, OH - Hybrid

Hours: Full-time, 8-hour shift within 8 AM – 6 PM

About the Role

We are seeking a Financial Representative to join our team in Columbus. This role is ideal for candidates who thrive in a fast-paced environment, enjoy problem-solving, and are committed to delivering exceptional client service. You will play a key role in supporting field-facing counterparts, processing financial requests, and ensuring compliance with firm policies and procedures.

Key Responsibilities

Provide world-class customer service in all client and field interactions

Handle a inbound requests in a fast-paced environment

Troubleshoot mutual fund order entry and trade adjustment inquiries

Assist the field with mutual fund journal requests

Support with new account openings, broker-dealer changes, and rollover requests by providing proper documentation

Collaborate effectively in a high-activity team environment while maintaining accuracy and attention to detail

Qualifications

Bachelor’s degree preferred or equivalent education/experience

Prior financial services experience required; mutual fund experience strongly preferred

Inbound call experience required

Strong interpersonal and client service skills with excellent written and verbal communication

Highly detail-oriented with strong organizational and follow-up skills

Ability to research, resolve, and escalate service inquiries as needed

Proficiency with Microsoft Office Suite

Self-motivated and adaptable to a high-volume, team-oriented environment

Compensation

Hourly rate: $22.22/hrCompany Description

We are committed to creating a workplace where all employees feel respected, supported, and empowered to do their best work. We foster a welcoming and innovative work environment that invests in you, providing access to an incredible breadth and depth of opportunities where you can grow your career and make a meaningful difference.

Hybrid remote