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Financial Services Representative
| Hours | Full-time, Part-time |
|---|---|
| Location | Columbus, OH Columbus, Ohio |
About this job
Financial Services Representatives will be handling calls from retirement plan participants explaining everything from statement information to basic information around the funds that are available.
The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Assists customers with financial transactions.
4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
5. Maintains current knowledge of contract and product provisions and administration of Nationwide products, and the processing systems and related federal and state regulations
6. Resolves routine errors requiring corrective processing.
7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
8. Processes monetary transactions according to policy provisions within assigned limits.
9. Reviews, researches, and interprets records and reports to accurately make decisions.
10. Performs other duties as requested.
Schedules (after training) will vary between 8am-11pm Monday through Friday, and 9am-6pm on Saturday. Hours will be scheduled between 30-38.76 hours/week depending on business need.
Qualifications
- Bachelor's degree
- Interested in financial field
- Excellent customer service/communication skills
About Aerotek:
Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services. Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit .
Aerotek is acting as an Employment Agency in relation to this vacancy.