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client services support advisor_

Columbus

client services support advisor.

+ columbus , ohio

+ posted june 15, 2024

**job details**

summary

+ $18.99 - $19 per hour

+ temp to perm

+ high school

+ category business and financial operations occupations

+ referenceAB_4555151

job details

As a Solutions Center Representative, you will be the first point of contact for investment professionals, plan sponsors, and members, addressing various inquiries. You will be knowledgeable about current and legacy product suites and stay updated on changes to provide accurate information. This position offers an opportunity to develop a deep understanding of financial products and customer service excellence, with a clear path for career advancement within the organization. If you have a passion for helping others and a drive for continuous improvement, we encourage you to .

salary: $18.99 - $19 per hour

shift: First

work hours: 8 AM - 8 PM

education: High School

Responsibilities

Key responsibilities include:

+ Respond to incoming calls, offering expertise and addressing unstated needs.

+ Understand all product suites, including discontinued products, to assist customers.

+ Document conversations to enhance customer relationships and support strategic goals.

+ Follow all relevant regulations and policies, including FINRA requirements.

+ Educate customers on tax implications, penalties, death benefits, and plan benefits.

+ Resolve issues promptly and collaborate with internal partners for escalations.

+ Apply lean methodology in daily interactions.

+ Participate in monthly meetings with leadership to discuss career development and goals.

Requirements:

+ High school diploma or equivalent required. An undergraduate degree in finance, business administration, insurance, economics, or communications is preferred.

+ Minimum of one year in customer service or sales-related roles.

The essential functions of this role include:

+ working in a smoke free environment

Skills

+ Empathy

+ Creative Solutions

+ Call Center

+ Customer Service

+ Death Benefit Protection

+ Insurance

+ Lifetime Income

+ Capital Preservation

+ Active Listening

Qualifications

+ Years of experience: 2 years

+ Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

**get in touch**

we are here to help you with your questions.

LW

**linda wright**

+ [email protected]

Apply

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