Financial Customer Service Representative at Randstad

Best Match

Controller

Dawson Columbus, OH

Job Description Job Description Financial Controller Permanent Opportunity! $110,000K-130,000K/yr (DOE) Columbus, Ohio As the Financial Controller, you will be accountable for the job responsibilities listed below to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure reported results comply with GAAP for U.S. locations and IFRS for our international locations. What the position offers: Comprehensive benefits package including health insurance, retirement plans, and vacation time. Opportunities for professional development and career advancement. A supportive and collaborative work environment with a focus on innovation and excellence. What you’ll be doing: The Controller will develop and maintain comprehensive cash flow forecasts to ensure liquidity and financial stability, adjusting forecasts as necessary to align with operational needs and financial covenants Oversee and coordinate the month-end closing process, ensuring timely and accurate financial statements, including review, reconciliation of balance sheet accounts, and resolution of discrepancies The Controller will create and manage annual budgets and financial plans, incorporating departmental input to align with strategic objectives, and monitor performance against budgets with detailed variance analyses and corrective action recommendations Manage job cost accounting, including reconciliation of over/under billing, analyzing and tracking job costs, and implementing controls to address discrepancies in job costing Prepare and coordinate internal and external audits, ensuring availability of documentation, addressing auditor inquiries, and implementing recommendations to enhance internal controls and reporting processes Oversee the preparation and filing of corporate and sales/use tax returns and other regulatory filings, ensuring compliance with tax regulations and managing relationships with tax authorities Coordinate with external tax advisors to optimize tax strategies and resolve any tax-related issues Establish, document, and maintain robust internal controls and financial processes to safeguard company assets, conducting periodic reviews to identify and address potential risks or inefficiencies The Controller will prepare and present comprehensive financial reporting packages to senior management and stakeholders, ensuring reports are timely, accurate, and compliant with accounting standards and regulatory requirements Who we’re looking for: Bachelor’s degree in accounting or finance REQUIRED CPA or CMA PREFERRED Construction industry experience of 5+ years Staff management Working experience with unions and labor relations #ZR

Work Life Balance

Financial Controller

Vorys, Sater, Seymour and Pease LLP. Columbus, OH

Job Description Job Description Precision eControl is a wholly owned ancillary business of Vorys, that provides integrated solutions to help brands control the sales of their products in the age of eCommerce. We have represented more than 300 brands, including many of the world’s largest companies. Precision eControl’s full scope of services allows us to provide a truly comprehensive approach that delivers unique business value. Position Summary: The Financial Controller will play the primary role in the financial health and strategic growth of Precision eControl. This position will oversee the accounting, treasury, cash application, and financial systems management functions for the business. The Financial Controller will be responsible for developing and managing financial models, preparing financial statements, conducting financial analysis, and supporting strategic planning initiatives for Precision eControl and applicable businesses per the Services Agreement. The Financial Controller will play the primary role in the financial health and strategic growth of Precision eControl. This position will oversee the accounting, treasury, cash application, and financial systems management functions for the business. The Financial Controller will be responsible for developing and managing financial models, preparing financial statements, conducting financial analysis, and supporting strategic planning initiatives for Precision eControl and applicable businesses per the Services Agreement. At this time, candidates who would work in the following states will not be considered for this role: VT, RI, NY, NJ, NH, MI, ME, MA, DE, CO, CT, CA, and AZ. Essential Functions: Financial Modeling: Develop and maintain a comprehensive financial model of the business, incorporating key metrics and detailed financial statements. Financial Modeling: Develop and maintain a comprehensive financial model of the business, incorporating key metrics and detailed financial statements. Strategic Planning: Collaborate with executive leadership to develop and implement annual budgets and long-term strategic plans. Develop and maintain budget to actual reporting as well as short and long-term financial pro formas. Strategic Planning: Collaborate with executive leadership to develop and implement annual budgets and long-term strategic plans. Develop and maintain budget to actual reporting as well as short and long-term financial pro formas. Financial Analysis: Conduct in-depth financial analysis to identify performance trends, deficiencies, and reporting variances. Provide actionable insights to executive leadership. Financial Analysis: Conduct in-depth financial analysis to identify performance trends, deficiencies, and reporting variances. Provide actionable insights to executive leadership. SaaS Metrics: Develop and track key SaaS business metrics, such as customer acquisition cost (CAC), customer lifetime value (CLTV), and monthly recurring revenue (MRR). SaaS Metrics: Develop and track key SaaS business metrics, such as customer acquisition cost (CAC), customer lifetime value (CLTV), and monthly recurring revenue (MRR). Month-End Close: Oversee and coordinate the month-end close process, ensuring timely and accurate financial reporting. Month-End Close: Oversee and coordinate the month-end close process, ensuring timely and accurate financial reporting Consolidated Financials: Prepare consolidated financial statements for Precision eControl and applicable businesses per the Services Agreement. Consolidated Financials: Prepare consolidated financial statements for Precision eControl and applicable businesses per the Services Agreement. Metrics Packages: Develop and distribute metrics packages for monthly, quarterly, and annual executive meetings. Metrics Packages: Develop and distribute metrics packages for monthly, quarterly, and annual executive meetings. Financial Systems Management: Oversee the implementation, maintenance, and optimization of financial systems and tools. Financial Systems Management: Oversee the implementation, maintenance, and optimization of financial systems and tools. Cash Management: Manage cash flow, treasury functions, and banking relationships. Cash Management: Manage cash flow, treasury functions, and banking relationships. Serve as the primary financial liaison between Precision eControl, the Vorys CFO and applicable businesses per the Services Agreement. Serve as the primary financial liaison between Precision eControl, the Vorys CFO and applicable businesses per the Services Agreement. Executive Reporting: Provide regular financial updates and analysis to executive leadership within Vorys. Executive Reporting: Provide regular financial updates and analysis to executive leadership within Vorys. Share business metrics and financial performance with partners and board members to support strategic decision-making. Share business metrics and financial performance with partners and board members to support strategic decision-making. Knowledge, Skills and Abilities Required: Advanced understanding of accounting principles and direct experience with SaaS finance In-depth knowledge of accounts payable and general accounting departments Strong financial analysis skills. Ability to see the story behind the numbers along with the ability to articulate that story to management. Ability to effectively collaborate with multiple departments and work effectively with individuals with varied skill levels and diverse backgrounds. High level proficiency in MS Office and various financial software applications and expert knowledge of Microsoft Excel Excellent interpersonal skills. Able to work effectively with all individuals within the organization. Excellent verbal and written communication skills Ability to effectively manage multiple projects and deadlines in a fast-paced environment Comfortable in a team-oriented environment Understanding of database structure and setups Advanced understanding of accounting principles and direct experience with SaaS finance In-depth knowledge of accounts payable and general accounting departments Strong financial analysis skills. Ability to see the story behind the numbers along with the ability to articulate that story to management. Ability to effectively collaborate with multiple departments and work effectively with individuals with varied skill levels and diverse backgrounds. High level proficiency in MS Office and various financial software applications and expert knowledge of Microsoft Excel Excellent interpersonal skills. Able to work effectively with all individuals within the organization. Excellent verbal and written communication skills Ability to effectively manage multiple projects and deadlines in a fast-paced environment Comfortable in a team-oriented environment Understanding of database structure and setups Education and Experience: Bachelor's degree in related discipline. Master’s Degree in Finance or MBA from an accredited institution preferred. 7-10 years of experience in similar field. 2-3 years of high-level financial management experience; preferably in a law firm environment preferred. CPA or similar designation preferred. Equal Opportunity Employer: Precision eControl (PeC) does not discriminate in hiring or terms and conditions of employment because of an individual’s sex (including pregnancy, childbirth, and related medical conditions), race, age, religion, national origin, ancestry, color, sexual orientation, gender identity, gender expression, genetic information, marital status, military/veteran status, disability, or any other characteristic protected by local, state or federal law. Precision eControl only hires individuals authorized for employment in the United States. #PrecisioneControl

High salary

Controller

Stream Management Group LLC Columbus, OH

Job Description Job Description Description: Job Title: Controller Location: Columbus, Ohio (Hybrid/Remote) Company Overview: Stream Management Group LLC is a dynamic real estate investment, development, and property management firm committed to excellence in operations, financial transparency, and delivering value to our investors and partners. We manage diverse assets, including multifamily properties, mixed-use developments, and land projects, while focusing on financial discipline and operational efficiency. We seek a highly skilled and motivated Controller to join our leadership team. This individual will play a pivotal role in overseeing financial operations, improving operational processes, collaborating across departments, and driving accountability across the organization. Requirements: Key Responsibilities: Financial Oversight Manage payables and receivables, ensuring compliance with company policies and financial controls. Oversee vendor and contractor relations, including onboarding, compliance verification, and payment processes. Collaborate with the tax team to ensure timely filings, compliance with tax regulations, and strategic financial planning. Generate and present monthly financial reports, including variance analysis, CAPEX project tracking, and cash flow forecasts. Operational Improvements Develop and implement structured workflows for expense approvals, reimbursement tracking, and vendor invoicing. Partner with property management and operations teams to improve property performance, reduce inefficiencies, and optimize operating expenses. Coordinate with maintenance and leasing teams to resolve vendor-related issues and operational bottlenecks promptly. Conduct quarterly audits to identify inefficiencies and implement targeted solutions for cost savings and process improvements Proficiency in document management systems Knowledge of construction industry standards and document control procedures Performance Enhancement Utilize financial and operational data to identify trends, forecast performance, and recommend actionable strategies. Work closely with the property management team to enhance portfolio performance and align operational goals with financial objectives. Leadership and Collaboration Act as a bridge between financial operations and property management to ensure cohesive strategies and decision-making. Mentor and guide team members to foster a culture of accountability, growth, and operational excellence. Communicate effectively across all levels of the organization, including tenants, vendors, and team members, to maintain high standards of service and collaboration. Qualifications Education Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA certification preferred. Experience Minimum of 5 years of experience in accounting or financial management, preferably in real estate, construction, property management, or a related industry. Experience with Sage 300CRE preferred Skills and Competencies Strong proficiency with financial software ( QuickBooks, Google Suite). Understanding of project management and familiarity with construction project phases and documentation types (preferred) Exceptional analytical and organizational skills. Proven ability to manage vendor relations and negotiate contracts. Experience in implementing financial systems and workflows. Familiarity with CAPEX projects, variance reporting, and budget tracking. Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams. Knowledge of tax compliance and regulations applicable to real estate and property management industries. Ability to handle high-pressure environments and tight deadlines with professionalism. Why Join Us? Opportunity to work with a dynamic and growing real estate organization. Lead the implementation of innovative financial and operational systems. Collaborate with a supportive and driven leadership team. Competitive salary, benefits package, and opportunities for professional growth.

High salary

Assistant Controller

Omada Search Columbus, OH

Job Description Job Description Our client specializes in commercial and industrial HVAC, building controls, electrical, and plumbing services. They serve a diverse range of customers, including distribution centers, cold storage facilities, food manufacturing facilities, universities, and other commercial properties. With employees and operations spanning multiple states across the U.S., the company is actively expanding its footprint nationwide. BENEFITS OVERVIEW Competitive pay, paid weekly Medical, Dental & Vision Insurance Short & Long-Term Disability Life Insurance/Supplemental Life Insurance Benefits eligibility begins the 1st of the month after hire date 401k retirement savings with 5% match Up to 4 weeks of Paid Time Off 9 Paid Holidays + Veterans Day for our Vets Academy for training & development Learning and Education Assistance Program (LEAP) Generous Employee Referral Program - $2,500 EAP – Employee Assistance Program Company vehicle or allowance based on the job Mobile phone or phone allowance based on the job Company uniforms & work boot allowance Affiliate Company transfers POSITION OVERVIEW We are currently seeking an experienced Assistant Controller to join the fast-growing team. The ideal candidate is responsible for managing accounting and financial activities for assigned companies. The duties include producing financial statements, forecasting future results, and directing accounting and other administrative staff. JOB RESPONSIBILITIES Participates in monthly financial close, including journal entries for month-end close, general ledger reconciliations, review, variance analysis and preparing and consolidating accurate financial statements and reports. Assisting with the development and evaluation of annual profit plan and preparing plan reports as well as the monthly forecasting and variance to plan and forecast analysis. Compiles, reviews, analyzes, and submits timely and accurate monthly reporting; these may include: pro-forma projections; income/expense or cash flow forecasts, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Supporting the formulation and implementation of control systems within the organization and ensuring strict compliance with company policies and procedures as well as regulatory standards. Coordinate with internal and external audits and examinations. Following changes in regulations and compiling reports regarding compliance issues, standards, and accounting practices. Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work. Takes a new perspective on existing solutions to propose innovative solutions ACCOUNTABILITIES Continual learning and development in the body of knowledge through Academy, to ensure we set the bar for skill level in the industry. Elite level of customer service, to ensure we continue to be the first call for potential employees in the industry. QUALIFICATIONS Degree in accounting, finance, or in a related field. 5+ years of progressive experience in accounting positions. External audit experience a plus Professional certification (e.g. CPA) is a plus Solid knowledge of GAAP (Generally Accepted Accounting Principles) and regulations Excellent verbal and written communication skills. Highly organized and detail oriented. Strong supervisory and management skills. Proficient with data analysis, forecasting, critical thinking and problem-solving ORGANIZATIONAL ALIGNMENT This position reports to the Region Controller.

Assistant Controller

Romanoff Group Columbus, OH

Job Description Job Description Salary: The Romanoff Group of Companies, headquartered in Columbus, Ohio, with offices in eleven markets covering eight states, are a blend of commercial and residential, electrical, heating & cooling, and plumbing companies primarily serving the new housing construction market.Since our company began in 1982, our growth has been firmly rooted in the pride of our craftsmen, coupled with a blend of stellar project management and industry leading knowledge. As a 100% employee-owned company, we share a commitment to our team success and represent that responsibility in a professional, dynamic way to both our clients and the communities in which we serve. We are actively seeking an Assistant Controller in Columbus, OH area to join our award WINNING team. Great Reasons to Join Romanoff: 9x Employee Voted Top Work Place Highly Competitive Wage Excellent Benefits Package (Health/Vision/Dental/Life/STD/LTD/Accident and Critical Illness) $15k Company Paid Life Insurance 401(k) Employee Stock Ownership Plan ( We are 100% employee owned ) Training and Support Vacation and Paid Holidays Advancement Opportunities Paid Apprenticeship Work Schedule: Monday- Friday7:00am-4:00pm MUST be willing to be flexible as jobs may change Position Responsibilities of the Assistant Controller: Supporting the senior/managing accountant and wider finance team Performing reconciliations of general ledger accounts Preparing project profitability analysis Attend meetings and assist with other administrative duties Participate in monthly close process to ensure complete and accurate reporting Identify discrepancies in financial reporting Collaborate with team to create and develop better efficiencies Additional duties as needed Basic Qualifications of the Assistant Controller: High school diploma or GED Minimum 2 years ofconstruction accountingwithgeneral ledgerexperience Timberline/SageSoftware a plus Microsoft Office Experience, specifically withExcel Must adhere to company screenings Must have valid Drivers License Physical Requirements of the Assistant Controller: Must be able to adhere to large amounts of sitting Must be able to speak English and hear to communicate Benefits and Compensation Romanoff provides a comprehensive package of employee benefits including: Medical, Dental, Vision, Life/AD additional voluntary benefits such as STD, LTD, Critical Illness, Accident Insurance, paid vacation, and holidays; 401(k) and company paid Life Insurance, and we are 100% Employee Owned. The Romanoff Group of Companies considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status. We are an equal opportunity employer.

High salary

Financial Advisor

LHH Recruitment Solutions Columbus, OH

Job Description Job Description Are you passionate about wealth management and looking for a dynamic and supportive environment? Join our client’s firm in downtown Columbus as a Financial Advisor, where you’ll have the opportunity to make a significant impact on our clients’ business and financial futures. You will be working with a pre-established group of clients and supporting them as they continue to grow their operations. Our client provides a collaborative atmosphere with a focus on personal and professional growth. Responsibilities: Lead business, financial planning, and tax review meetings. Offer strategic guidance to clients, connecting personal goals with business planning. Assist with new business efforts by meeting with prospects and providing advice during the onboarding process. Work closely with internal teams to ensure client satisfaction and retention goals are met Requirements: At least 10 years of wealth management experience. Open to learning new ideas and programs Demonstrated ability to communicate effectively Ability to strategize and guide clients through their business needs Pay Details: $80,000.00 to $100,000.00 per year Search managed by: Jessica Robbins Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

Financial Advisor

Thrivent Columbus, OH

Job Description Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

FINANCIAL CUSTOMER SERVICE

Randstad Columbus, OH

Job Description Job Description HIRING NOW - FINANCIAL CUSTOMER SERVICE - HYBRID POSITION Are you ready to launch your career in an insurance and financial services company leader in America? We’re looking for motivated individuals with customer service experience for a Solutions Center Representative position that offers the chance to develop your skills in a fast-paced, rewarding environment while providing exceptional customer service. If you're eager to make an impact and advance your professional journey, we’d love to hear from you! Location: Hybrid in Grandview Heights, OH. ***2 days in office, 3 days at home Shift: Requires open availability Monday – Friday, 8:00am – 8:00pm ***Training will be from 9:00am - 5:30pm EST Pay Rate: $19.00/hour TO APPLY: Email Resume to: [email protected] If this job is not for you, feel free to refer a friend. What you will be doing: Providing extraordinary care to members, partners, plan sponsors, and investment professionals on various topics. Understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions Analyze issues to determine appropriate solutions, striving for first-contact resolution. Educate customers on product features, tax implications, penalties, surrender charges, death benefits, lifetime income, and other plan-related benefits. Provide consultative insights by identifying and addressing unstated needs. Stay updated on product changes and enhancements through daily communications. Document interactions to support customer relationships and deepen engagement. Ensure compliance with FINRA regulations, state and local laws, plan documents, and company policies. The right candidate will have: 1+ year of experience in customer service, sales related occupations Undergraduate degree in finance, business administration, insurance, economics, communications preferred Experience in financial services, insurance or a related field is highly preferred. Ability to comply with FINRA rules and regulations Exceptional customer service skills, problem-solving, and communication (oral and written) skills required. strong problem-solving abilities with a focus on first-contact resolution Skills Call Center financial insurance Communications Degree Communications Finance Degree finance Economics Economics Degree FINRA Customer Service Financial Services Sales Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

Financial Services

Global Financial Impact - Marco Esquivel Columbus, OH

Job Description Job Description Financial Professional - Representative A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning. Benefits: 1. Part Time & Full Time positions 2. Fully Remote 3. No cap on income 4. Internship opportunities for - Risk Management, Entrepreneur, Marketing, Sales, Finance, Real Estate, Business, Legal and Economic Majors - Sophomore, Junior or Senior Level Students 5. Income typically ranges $25,000 part time and $120,000 full time year 1 6. 100% 1099 - commission based 7. Professional License 8. Bonus opportunities 9. Stock and Ownership potential 10. Mentorship and hands on training 11. Professional Growth Opportunities 12. Welcoming and Positive Team Environment Responsibilities include: 1. Obtain and maintain professional license and continuing education and professional growth 2. Learn and utilize financial tools provided 3. Educate clients and provide financial literacy 4. Consult with clients and prospective clients to access financial goals providing quotes and product recommendations 5. Develop and maintain a client base 6. Seek new prospects via referrals 7. Assist with product submission Preferred Skills/Qualities: 1. Minimum HS Diploma 2. Energetic and positive demeanor 3. Entrepreneur, marketing and creativity mindset 4. Coachable, hungry and humble, mental toughness 5. Responsible, dependable and punctual 6. Present a professional image 7. Ethical and integrity and trust 8. Interpersonal communication 9. Be able to persevere 10. Analytical reasoning Powered by JazzHR p6eqppizMf

Financial Customer Service Representative

Randstad Columbus, OH

Job Description Job Description Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement. ***Candidates must reside in the Central Ohio area! About this position : Start Date: Feb 24, 2025 Pay Rate: $19/hr. Hybrid work schedule. M, TH, F work from home and T/W in office Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week Schedules are variable. open availability between 8am - 8pm EST is required for consideration Health Benefits and weekly pay 5 weeks paid training-Training will be held in office -1000 Yard St Grandview Heights, OH 43212 Career growth opportunities after 12 months with pay increase. Opportunity to become Security Industry Essentials certified and Finra Series 6 licensed salary: $18.99 - $19 per hour shift: First work hours: 8 AM - 8 PM education: Associate Responsibilities What you’ll be doing: Receives and responds to 50-60 incoming calls from investment professionals and customers on multiple financial topics ranging from taxes, withdrawals, benefits, product features, costs, loans, premiums, payment schedules, etc. Interpret and apply all changes and enhancements to new and old products Cross-sells unfamiliar product line to support strategy of all business lines meeting goals Identifies the root cause to proactively offer consultative expertise and uncover the unstated need Maintains a documented record of conversations to best learn from customers Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience Follows all rules and regulations to ensure compliance. What you need: · Have a consultative sales aptitude and enjoy interacting with customers and helping others · Financial services experience is a plus, but not necessary · Highly engaged, grateful, and humble attitude · Excellent verbal and written communications · Proficiency with computers and common office software Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience - A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED Skills Active Listening Typing Skills Basic Computer Skills Customer Service Financial Services Financial advising Time Management Microsoft Office Adapting to Change Basic Software Skills Insurance wealth management Follow-up Empathy Qualifications Years of experience: 2 years Experience level: Entry Level Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

Columbus, OH

Posted 23 days ago

Business

18.99USD - 19USD per hour

Job Description

salary: $18.99 - $19 per hour shift: First work hours: 8 AM - 8 PM education: Associate

Responsibilities What you’ll be doing:

Receives and responds to 50-60 incoming calls from investment professionals and customers on multiple financial topics ranging from taxes, withdrawals, benefits, product features, costs, loans, premiums, payment schedules, etc. Interpret and apply all changes and enhancements to new and old products Cross-sells unfamiliar product line to support strategy of all business lines meeting goals Identifies the root cause to proactively offer consultative expertise and uncover the unstated need Maintains a documented record of conversations to best learn from customers Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience Follows all rules and regulations to ensure compliance.

What you need: · Have a consultative sales aptitude and enjoy interacting with customers and helping others · Financial services experience is a plus, but not necessary · Highly engaged, grateful, and humble attitude · Excellent verbal and written communications · Proficiency with computers and common office software

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience - A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED Skills Active Listening Typing Skills Basic Computer Skills Customer Service Financial Services Financial advising Time Management Microsoft Office Adapting to Change Basic Software Skills Insurance wealth management Follow-up Empathy

Qualifications Years of experience: 2 years Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.