Date Posted: 06/24/2025
Hiring Organization: Rose International
Position Number: 484560
Industry: Insurance
Job Title: Financial Services Representative
Job Location: Troy, NY, USA, 12180
Work Model: Hybrid
Work Model Details: one week onsite, one week off
Shift: First Shift
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 7
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Customer Service, Interpersonal Skills, Time Management
Experience Desired: Banking or Financial Services Industry Experience (1 yrs)
Required Minimum Education: Associate’s Degree
**C2C is not available**
Job Description
Work Schedule:
First Shift, Monday - Friday
Hybrid Schedule:
Initially, it’s 100% in the office; however, after 1 month, it will be a hybrid schedule. You will work at the office Monday-Thursday every other week.
Successful candidates should possess:
• Associate's Degree required
• Strong problem-solving skills
• Time Management skills
• Basic typing and computer skills
• Background in customer service, preferred
• Strong interpersonal and written communications
• The ability to work within a team and independently.
• High attention to detail.
Overview
The candidate will answer inbound calls regarding the New York Deferred Compensation Plan.
This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan.
The following duties cover what are generally believed to be principal and essential functions of the job.
1. Receives and responds to incoming customer/agent/employer inquiries.
2. Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
4. Resolves routine errors requiring corrective processing.
5. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
6. Reviews, research, and interprets records and reports to accurately make decisions.
7. Decision making skill necessary for customer contacts.
8. Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action.
9. Performs other duties as requested. - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.
Sally, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
EMPLOYEE COMMENTS