Financial Representative
Financial Representative – Hybrid - Columbus, OH
📍 Location: Columbus, OH
⏰ Hours: Full-time, 8-hour shift within 8 AM – 6 PM
About the Role
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
Qualifications
- 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 escalate service inquiries as needed
- Proficiency with Microsoft Office Suite
- Self-motivated and adaptable to a high-volume, team-oriented environment
Compensation
💰 Hourly rate: $22.22 - $22.91/hr