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Entry Level Brokerage Service Representative Jobs in Ohio

Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary ... The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

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Customer Service Rep - Entry Level CSR

Cleveland, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Customer Service Rep - Entry Level CSR

Akron, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Customer Service Rep - Entry Level CSR

Cleveland, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

New

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Customer Service Rep - Entry Level CSR

Upper Arlington, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Customer Service Rep - Entry Level CSR

Dayton, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Customer Service Rep - Entry Level CSR

Upper Arlington, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

New

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Customer Service Rep - Entry Level CSR

Dayton, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Customer Service Rep - Entry Level CSR

Akron, OH · On-site

$20 - $30/hr (+ commission)

The Customer Service Representative (Entry Level CSR) plays a key role in supporting customers through in-person interactions within a small team environment. Reporting directly to the Customer ...

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Contract Contract Duration: 6-12 Months Job Summary We are seeking a Customer Service Representative to provide professional and accurate support to clients regarding brokerage and financial service ...

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Customer Service Representative Job Location: 4343 Easton Commons, Columbus, OH 43219 Job Duration ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

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Customer Service Representative Job Location: 4343 Easton Commons, Columbus, OH 43219 Job Duration ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

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Customer Service Representative Job Location: 4343 Easton Commons, Columbus, OH 43219 Job Duration ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

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Banking Service Representative Job Location: Columbus, OH 43219 Job Duration: 12 Months+ Extension ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Customer Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Customer Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

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Entry Level Brokerage Service Representative information

What does an entry level brokerage service representative do?

An entry level brokerage service representative assists clients with their investment accounts, processes transactions, and provides information about financial products. They often use customer service skills and financial software to support account management and ensure client satisfaction.

What is an entry level brokerage service representative?

An entry level brokerage service representative is an entry-level professional who assists clients with their brokerage accounts, provides information about investment options, and supports account transactions. They typically have strong communication skills, basic knowledge of financial products, and may use customer service tools or software to manage client inquiries and account details.

What cities in Ohio are hiring for Entry Level Brokerage Service Representative jobs?

Cities in Ohio with the most Entry Level Brokerage Service Representative job openings:

Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Re-posted 27 days ago


Job description

Title: Retirement Services Representative
Location: Columbus, OH
Duration: 12 Months
 
Job Summary:
  • The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.
  • The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
  • The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
  • Establish and maintain effective relationships in order to deliver world-class service to our clients.
  • Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
  • Utilize various internal and external resources and tools to provide information and resolve issues.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals as established by by Brokerage Service Network (MSSN)management.
Skills required:
  • Attention to detail.
  • Ability to multi-task and manage time effectively.
  • Ability to establish and maintain positive client relationships.
  • Ability to diagnose and solve problems creatively.
  • Ability to recognize and diffuse potential issues and/or difficult interactions.
  • Excellent communication (written and oral) and listening skills.
  • Desire and ability to learn quickly and apply knowledge to various situations 
Education:
  • Bachelor's degree or minimum 2 years of financial industry experience.
Skills desired:
  • Experience related to retirement products is preferred, but not required.
  • Current or past Series 7 preferred, but not required.
  • Bachelor's degree preferred but not required.