NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES REPRESENTATIVE
IN TROY, NY, USA!

 

Date Posted: 11/17/2025
Hiring Organization: Rose International
Position Number: 493513
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Troy, NY, USA, 12180
Work Model: Onsite
Shift: 7.75hrs/day : 38.75hrs/week
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: Communications, Computer Literacy, Customer Service, Time Management
Experience Desired: Sales experience (1 yrs); Banking and financial services is a huge plus. (1 yrs)
Required Minimum Education: Associate’s Degree
Preferred Education: Bachelor’s Degree

**C2C is not available**

 

Job Description
Description:

This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan.

Successful candidates should possess:
• Associates Degree, Bachelor’s Degree preferred
• 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.

The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assign to the job to perform a somewhat different combination of duties.

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.
7.75hrs/day : 38.75hrs/week


  • **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.).

 

Apply Now

 

About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.

Diane, Consultant

I am very happy with the Rose International, and the professionalism of the employees.

Robin, Consultant

You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!

Tonya, Consultant

I had a very positive experience working for Rose. The entire process is very efficient and easy.

Joanne, Consultant

I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.

Stephanie, Consultant

EMPLOYEE COMMENTS

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