Data Entry/Customer Service Rep

Seeking an opportunity to start or continue a career in the Finance Industry? This role is hybrid, with 3 days work from home and 2 days in office a week.This is an excellent opportunity to build a fulfilling career with a leading employer in the insurance and financial services industry, who continues to be named one of Fortune's 100 Best Companies to Work For!Why Work With Us?The Pay Is: $19.00 per hourThe Work Schedule is: Monday to Friday 10 am to 6:30 pm ESTHybrid work schedule. Wednesday and Thursdays in officeOffice Location: 1000 Yard St Grandview Heights, OH 43212Weekly pay and health benefits are offeredTargeted Start Date: May/June 2026About the JobThe main responsibility is underwriting and processing financial requests (data entry) along with some outbound phone responsibilities to verify bank information or address any needed in good order requirements. This team focuses on outbound distributions and internal fund exchanges The Financial Processor (financial services support representative) must work cohesively as a team to meet established service levels for customers. This is a great opportunity for an individual who enjoys working in a structured, process driven environment and looks to embrace change and adapt/flex as needed.Representatives are financial professionals, often working for insurance companies or financial advisors, who assist clients with managing and withdrawing funds from their annuities. They can help understand contract terms, navigate withdrawal options, and understand the tax implications of withdrawals.As an ideal candidate you will have:Transaction processing experience in a fast paced financial environment strongly preferredProven experience exhibiting exceptional organizational, follow-through, and multi-tasking skills is requiredExperience working in an environment where use of PC was required at least 50% of time worked. Experience maneuvering between screens/systems is also requiredAdvanced alpha/numeric data entry skills required with proven track record of accuracy and meeting high productivity standardsStrong interpersonal skills and ability to partner with others required in order to work in cohesive team and contribute to an inclusive and positive work environmentProven problem solving and customer focusStrong Written/Oral Communication skills requiredAbility to work additional hours as required to meet work volume goalsMust embrace responsibility for identification and implementation of process efficienciesFor consideration you must have:Two to three years' office clerical work experience.Work experience with undergraduate studies.An engaging, passionate and driven personality.An ability to effectively operate a personal computer with related business software.Strong oral and written communication skills for contact with customers.Interested?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