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Financial Service Representative

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Pyramid-Consulting,-Inc.
Full Time position
Listed on 2026-10-28
Job specializations:
  • Entertainment & Gaming
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 17 - 18 USD Hourly USD 17.00 18.00 HOUR
Job Description & How to Apply Below

Immediate need for a talented Administrative Support Coordinator. This is 12 months contract opportunity with long-term potential and is U.S(Remote). Please review the job description below and contact me ASAP if you are interested.

Job
-28303

Pay Range: $17/hr - $18/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:
  • Notes:
  • Securities Industry Essentials license required to convert to becoming a clients employee. Then the Series 6 and Series 63 are required.
  • Although client doesn't cover the cost of the SIE exam itself, client does cover the cost for study materials.
  • Client also covers the exam/study materials for the Series 6 and Series 63.
  • To become a client’s employee an associate’s degree is accepted however a bachelor’s degree is preferred.
  • We work a Hybrid model - 1 week in the office, 1 week home however contingent workers will be added to the hybrid rotation after in-person training and when we deem appropriate.
  • Background check and drug test required
  • Receives and responds to incoming customer/agent/employer inquiries.
  • Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
  • Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
  • Resolves routine errors requiring corrective processing.
  • Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
  • Reviews, research, and interprets records and reports to accurately make decisions.
  • Decision making skill necessary for customer contacts.
  • Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
  • Performs other duties as requested.
  • 75hrs/day : 38.75hrs/week
Key Requirements and Technology

Experience:
  • Associate’s degree, Bachelor’s Degree preferred
  • Strong problem-solving skills
  • Time Management skills
  • Basic typing and computer skills
  • Background in customer service, preferred
  • Strong interpersonal and written communications
  • The ability to work within a team and independently.
  • High attention to detail.

Our client is a leading Insurance Industry,and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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