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Russell Tobin

Finance Operations

Career Insights for Financial Services Representative

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Based on Ohio data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,501 / year median in Ohio

-10% projected decline

Explore Career

Job Description

Finance Operations at Russell Tobin Finance Operations at Russell Tobin in Columbus, Ohio Posted in about 5 hours ago.

Type:

full-time Financial Operations

  • Retirement Services | Columbus, OH We're hiring for a Financial Operations
  • Retirement Services opportunity supporting financial advisors and branch employees with retirement accounts, products, and related inquiries. ???? Excellent opportunity for recent graduates! Relevant internship experience is considered for this role. ???? Columbus, OH | Onsite ???? $22
  • 24/hour ???? 6+ month contract
  • Possibility of extension or conversion Only local candidates will be considered.
Responsibilities:

Handle incoming calls from financial advisors and branch employees regarding Retirement Services Research and resolve inquiries using internal and external resources Support questions related to retirement accounts, contributions, distributions, and tax procedures Follow established procedures and route requests to the appropriate teams Escalate complex issues for further research and resolution Build and maintain strong client relationships while providing a high level of service

Requirements:

Bachelor's degree

  • Required Strong communication and listening skills Excellent attention to detail and ability to multitask Strong problem-solving and critical-thinking skills Ability to handle and de-escalate difficult interactions Ability to learn quickly and apply knowledge to different situations Relevant internship experience is considered
Preferred:

Financial services or banking experience Experience with retirement products Brokerage experience Current or previous Series 7 If you're a recent graduate with a Bachelor's degree looking to start or grow your career in financial services, this could be a great opportunity. About Us Russell Tobin is a leading staffing and recruiting agency connecting talented professionals with top companies across finance, technology, operations, customer service, and more. We partner with clients and candidates throughout the hiring process to create the right match and support career growth. Russell Tobin is part of the Pride Global family of companies, providing access to a broad talent network and workforce solutions.

Benefits:

PrideGlobal and its affiliates offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life and disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

More about us:

Equal Employment Opportunity PrideGlobal and its affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only Applicable for San Francisco Candidates Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

Benefits

  • 401(k) Plans
  • Other Retirement and Savings
  • Health and Wellness Programs
  • Health Insurance