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Financial representative • columbus oh

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Financial Services Representative

Financial Services Representative

Rose InternationalGrandview Heights, OH, USA
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Associate’s or Bachelor’s Degree.Required Skills and Experience : .Three years’ work experience with two years of product-related customer service work experience preferred.General office practices, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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SUPERVISORY FINANCIAL SPECIALIST

SUPERVISORY FINANCIAL SPECIALIST

US Government JobsColumbus, OH, US
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Supervisory Financial Specialist.This National Guard position is for a SUPERVISORY FINANCIAL SPECIALIST, Position Description Number D2369P01 and is part of the OH USPFO, Ohio Army National Guard.T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Personal Financial Representative

Personal Financial Representative

Allstate BenefitsStatewide, OH, US
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Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Representative, Annuity Solutions Center - Financial Services

Representative, Annuity Solutions Center - Financial Services

NationwideColumbus, OH, US
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Analyst

Financial Analyst

Vaco by HighspringColumbus, OH, US
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Construction company is seeking a highly skilled FP&A Analyst to join their leadership-driven finance team and play a pivotal role in transforming our internal reporting and forecasting capabilitie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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SUPERVISORY FINANCIAL SPECIALIST

SUPERVISORY FINANCIAL SPECIALIST

Clearance JobsColumbus, OH, US
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Supervisory Financial Specialist.As a SUPERVISORY FINANCIAL SPECIALIST, GS-0501-12, you will perform the following duties : . Exercises supervisory personnel management responsibilities.Advises and pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Customer Service Representative

Financial Customer Service Representative

RandstadColumbus, OH, US
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Join the Financial Services and Retirement Solutions Team.Ready to join the securities industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Representative, Annuity Solutions Center - Financial Services

Representative, Annuity Solutions Center - Financial Services

Nationwide Private ClientGrandview Heights, Yard Street, H Building, Ohio, US
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Counselor

Financial Counselor

OhioHealthColumbus, OH, US
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We Are More Than A Health System.We are more than a health system.We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide.We work hard,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Coordinator

Financial Coordinator

VirtualVocationsColumbus, Ohio, United States
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A company is looking for a Financial Coordinator to manage cost allocation processes and team interactions.Key Responsibilities Analyzes accounting processes, recommends changes, and initiates pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Planning & Analysis - Financial Business Advisor

Financial Planning & Analysis - Financial Business Advisor

Nationwide GroupColumbus, OH, United States
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As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Act...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Analysis

Financial Analysis

JP Morgan Chase & Co.Columbus, OH, United States
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Duties : Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis.Challenge and rigorous...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Wellness Consultant

Financial Wellness Consultant

KeyCorpColumbus, OH, US
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Location : 1933 W Henderson - Upper Arlington, Ohio 43220.This is a Hire Ahead position and will require flexibility to work at various locations in the Columbus Market. Be a problem solver, trusted ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Accountant- Financial Reporting

Accountant- Financial Reporting

Worthington EnterprisesColumbus, OH, US
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Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Aid Representative

Financial Aid Representative

Beonair Network of Media SchoolsColumbus, OH, US
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The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a P...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Service Representative Columbus, OH

Financial Service Representative Columbus, OH

Amicis GlobalColumbus, OH, United States
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Title : Client Service Representative Location : Columbus, OH Duration : 12 Months Pay : 25 / hr <...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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31897 (Non-IT) Customer Service - Financial Services Representative

31897 (Non-IT) Customer Service - Financial Services Representative

Pyramid ConsultingGrandview Heights, OH, United States
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Looking for 8 customer service representative candidates for Life New Business Phone Support team.Must have strong customer service skills and ability to build relationships with agents.Full-time c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Advisor

Financial Advisor

The Misch GroupColumbus, OH, United States
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Insurance & Financial Services.We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and inv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Analyst

Financial Analyst

AppcastColumbus, OH, United States
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Main location : United States, Ohio, Columbus.Under the management of the Finance Manager, the Financial Analyst carries out processing and financial administration for the assigned contracts.Respon...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Manager

Financial Manager

Ohio JobsColumbus, OH, US
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The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise.OBM works with the Governor and every state agency in providing policy analysis, fiscal researc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Financial Services Representative

Financial Services Representative

Rose InternationalGrandview Heights, OH, USA
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Required Education :

  • Associate’s or Bachelor’s Degree

Required Skills and Experience :

  • Three years’ work experience with two years of product-related customer service work experience preferred
  • General office practices, customer service, and office equipment
  • Basic mathematics, familiarity with office filing systems and record-keeping procedures, and problem-solving techniques
  • Ability to prioritize own work within standards
  • Effective written and oral communication skills to interact with customers, team members, and management
  • Decision making skills necessary for customer contacts
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action
  • Proven ability to operate a CRT and PC
  • Preferred Skills and Experience :

  • Information systems and insurance / financial services industry practices (i.e. annuities, mutual funds)
  • Position Overview :

    Provides prompt efficient service for assigned product and / or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents / brokers and other Enterprise operating units. 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.

    Job Details :

  • Receives and responds to incoming customer / broker / agent / government agency inquiries
  • Communicates with customers, agency / brokerage force, service centers, internal / external sales support and other industry companies through oral and written communication
  • Assists customers with financial transactions
  • Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents / brokers and other Enterprise operating units
  • Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations
  • 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 lead team member if necessary
  • Processes monetary transactions according to policy provisions within assigned limits
  • Reviews, researches, and interprets records and reports to accurately make decisions
  • Performs other duties as requested
  • Only those lawfully authorized to work in the designated country associated with the position will be considered.
  • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.