Client Services Representative-Financial Services

Are you a recent college grad looking to start a career in Financial Services? Do you enjoy collaborating with customers, answering questions, and educating others? Join the Retirement Specialist team that assists city and state employees with account maintenance and planning for retirement. This opportunity allows room to grow"”and provides lots of support along the way.We are seeking 2 Financial Representatives to join the Retirement Plan Inbound Solution Center team at their headquarters in downtown Columbus.Why Work With Us?This is an excellent opportunity to build a fulfilling career with a leader in financial services and insurance who has recently been listed as a Fortune 100 Best Place to Work.Pay: $19/hrHours: Monday- Friday 8 am-5 pmOffice Location: 257 E Town St. Columbus, Ohio 43215Free ParkingWeekly Pay and Health BenefitsEmployer sponsored Finra study materials and examsPay increase within 6-12 monthsCareer mobility within a Fortune 100 organization after 1 year of servicePerforms one or more of the following:Taking incoming calls from participants regarding their retirement accounts.Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.Building meaningful connections/relationships and engage with customers via phone inquiriesEducate and provide service to customers on products to support sales objectivesUncover routine sales opportunities and market products to support sales objectivesReviews, researches, and interprets records and reports to accurately make decisionsResolves routine errors requiring corrective processingSkills:Candidates who hunt for innovative ideas and seek feedback to continuously improve performanceA passion and drive to succeed in a fast paced environmentAn engaging personality, both in person and over the phone-- Proficiency with computers and common office softwareAs an ideal candidate you will have:A completed or nearly completed bachelor's degree (preferably in business or a related field)One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc.Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneouslyAn SIE and/or SERIES 6 LICENSE WILL EVENTUALLY BE REQUIREDInterested?Make sure your resume is up to date and forward it to michelle.liggett@ for consideration. Thank you and we look forward to connecting with you!

Created: 2026-05-09