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Financial Customer Service

Tailored Management • Columbus, OH 43224 • Posted today via LinkedIn

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Hybrid • Full-time • $19.17/hr • Contract • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

This role involves assisting clients with various service inquiries on Brokerage accounts, including address changes, account understanding, password resets, and more. It's a high-volume environment that offers growth opportunities while servicing members in a Fortune 500 Financial Giant's contact center.

Responsibilities

  • Handle incoming phone calls regarding various service inquiries on Brokerage accounts.
  • Respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
  • Provide support for Brokerage Cash Management products and services, Brokerage Online (client website), and Mobile app.
  • Support general account or financial related inquiries.
  • Contribute in a fast-paced, team-oriented environment.
  • Multi-task and adjust quickly to change in a busy financial service center.

Qualifications

Required

  • College degree preferred
  • Possess general knowledge of financial markets
  • Previous contact center experience

About Tailored Management

Tailored Management is a national staffing company with over 40 years of experience specializing in recruiting and staffing solutions. They offer customizable contingent labor solutions, PEO services, IC vetting, compliance services, direct placement, retained search, recruitment process outsourcing, and contingent workforce optimization consulting. Trust Tailored Management to help you succeed in the competitive talent market with their dedicated team of industry experts.

Full Job Description

Title: Customer Service Representative

Location: 4343 Easton Commons, Columbus, OH 43219

Set Up: Hybrid; *3 days office 2 days remote

Pay Rate: $19.17 per Hour

Contract Length: 6 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*

Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!

Target Start Date: *upon completion of new hire onboarding.


This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!


Job Description

  • In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
  • This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.

Responsibilities

  • Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.
  • Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
  • Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.
  • Successful applicants will be highly professional, career driven, and committed to World-Class Service.
  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center


Skills Required

  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center

Education and Other Requirements

  • College degree preferred
  • Possess general knowledge of financial markets.
  • Previous contact center experience


Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.