Financial Services Representative
Randstad is a Fortune 100 leader seeking a Financial Services Representative for their Retirement Solutions team in Columbus, OH. The representative will guide members, plan sponsors, and brokers in managing their accounts and understanding their policies to build a secure financial future. Responsibilities Taking incoming calls from public sector participants regarding their retirement accounts Handling basic topics such as account balances, distribution questions, and password resets after comprehensive training Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract Resolving routine errors requiring corrective processing Analyzes problems to determine proper course of action, striving for first time final resolution Develop and grow through monthly meetings with leadership to build a career path strategy and achieve goals Skills A completed or nearly completed Bachelor's Degree (preferably in Business, Communications, Economics, or a related field) A genuine interest in building a career in Financial Services with a top employer One year of solid work experience in a service-related field (e.g., restaurant, retail, administrative, hospitality) The ability to deliver friendly customer service while simultaneously communicating on the phone and navigating computer systems Open availability is required Individuals who seek innovative ideas and feedback to continuously improve performance A strong passion and drive to succeed in a fast-paced environment An engaging personality, both in person and over the phone Someone who can easily adapt to change and thrive in a dynamic setting SERIES 6 and 63 LICENSES WILL EVENTUALLY BE REQUIRED (Employer sponsored) Benefits Medical Dental Vision 401K Free Parking Company Overview Randstad is the world’s largest talent company and a partner of choice to clients. It was founded in 1960, and is headquartered in Diemen, Noord-Holland, NLD, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Randstad has a track record of offering H1B sponsorships, with 754 in 2023, 776 in 2022, 1143 in 2021, 1749 in 2020. Please note that this does not guarantee sponsorship for this specific role.