Client Service Professional - Stocks / Investment

Updated on: 22 Nov 2018
14 Jan 2019 1 months, 40 hrs/wk
Columbus, OH, United States

We're helping a Global Leader in Financial Services expand their Customer Support team for 2019. This LARGE hiring push creates an ideal opportunity to work at a firm whose world class training program and global reputation can greatly improve your career prospects.


Many contractors on this team will convert to perm-employees and have the chance grown into management or pursue interests in other areas (such as Financial Operations, Analysis, Advisory/Sales etc.)


Position Purpose & Duties

Client Service Professional on the Global Stock Plan Services team.

  • Handle incoming phone calls on account statuses, basic financial questions, financial products/service, and best-usage of electronic tools (websites/apps).
  • Calls need to be managed professionally while meeting key  performance metrics.
  • Successful applicants will be  professional and career driven.
  • Must have an interest in Finance / Investment Services (prior knowledge not required)

Candidates Must Meet 1 of the Following Criteria!!

  • 1. Bachelors Degree Highly preferred (even with zero professional experience)
  • 2a. H.S. Diploma + Call Center experience in finance, banking, or insurance
  • 2b. Military Veterans with either banking OR call center respectfully.

Candidates with a Bachelors Degree will be given STRONG preference

Hired candidates must pass a lifetime criminal background check

Desired skills

Excel / Data Entry
Customer Service

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