More jobs:
Financial Representative
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-02-27
Listing for:
Southern Arkansas University
Full Time
position Listed on 2026-02-27
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
⏰
Hours:
Full-time, 8-hour shift within 8 AM – 6 PM
We are seeking a Financial Representative to join our team in Columbus. This role is ideal for candidates who thrive in a fast-paced environment, enjoy problem-solving, and are committed to delivering exceptional client service. You will play a key role in supporting field-facing counterparts, processing financial requests, and ensuring compliance with firm policies and procedures.
Key Responsibilities- Provide world‑class customer service in all client and field interactions
- Handle a inbound requests in a fast-paced environment
- Troubleshoot mutual fund order entry and trade adjustment inquiries
- Assist the field with mutual fund journal requests
- Support with new account openings, broker‑dealer changes, and rollover requests by providing proper documentation
- Collaborate effectively in a high-activity team environment while maintaining accuracy and attention to detail
- Bachelor’s degree preferred or equivalent education/experience
- Prior financial services experience required
; mutual fund experience strongly preferred - Inbound call experience required
- Strong interpersonal and client service skills with excellent written and verbal communication
- Highly detail-oriented with strong organizational and follow‑up skills
- Ability to research, resolve, and escalted service inquiries as needed
- Proficiency with Microsoft Office Suite
- Self‑motivated and adaptable to a high-volume, team‑oriented environment
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