NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES REPRESENTATIVE
IN Grandview Heights, OH, USA!

 

Date Posted: 10/26/2026
Hiring Organization: Rose International
Position Number: 509808
Industry: Insurance
Job Title: Customer Service - Financial Services Representative
Job Location: Grandview Heights, OH, USA, 43212
Work Model: Hybrid
Work Model Details: 2-days in the office and 3-days at home
Shift: Schedule: Monday-Friday, 8:00 AM-4:30 PM EST Required in-office attendance: Tuesdays and Wednesdays
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 13
Min Hourly Rate($): 19.00
Max Hourly Rate($): 19.00
Must Have Skills/Attributes: Computer Literacy, Customer Service, Management, Phone Support, Written Communication
Experience Desired:
General work experience, with strong customer service and administrative skills. (1+ yrs),
Excellent verbal and written communication skills to handle customer inquiries. (1+ yrs),
Industry experience is a plus. (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree
Preferred Certifications/Licenses: LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred

**C2C is not available**

 

Job Description
Start date: 12/7/2026



Required Education:

• High school studies.



Preferred Education:

• Undergraduate studies desirable.



Preferred Certifications

• NASD series 6 and/or 26 preferred and may be required based on assigned product/line-of-business or distribution system.



Required Qualifications

• 3 years of general work experience, with strong customer service and administrative skills.

• Excellent verbal and written communication skills to handle customer inquiries and coordinate with internal teams.

• Ability to analyze customer inquiries, interpret information, resolve routine problems, and make sound decisions.

• Proficiency in using computers, office equipment, information systems, and recordkeeping procedures.

• Ability to prioritize tasks, process transactions accurately, and work within established policies and service standards.



Preferred Qualifications

• 2 years of product-related customer service experience, preferably in insurance or financial services.

• Knowledge of annuities, mutual funds, insurance contracts, policy provisions, and financial transactions.

• Familiarity with federal and state regulations, insurance product administration, and related processing systems.

• FINRA Series 6 and/or Series 26 licenses, where applicable to the assigned business line.

• Ability to research complex inquiries, identify exceptions, and escalate issues requiring advanced technical expertise.



Responsibilities:

• Respond to inquiries from policyholders, customers, insurance agents, brokers, government agencies, and internal business partners.

• Communicate professionally through telephone, written correspondence, and other approved communication channels.

• Assist customers with financial transactions and process monetary requests within authorized limits.

• Interpret insurance contracts, policy provisions, annuity products, and other applicable financial service agreements.

• Research account records, reports, and transaction histories to answer questions and make accurate service decisions.

• Identify and correct routine processing errors while maintaining accurate account information.

• Maintain up-to-date knowledge of assigned products, contract provisions, administrative procedures, processing systems, and applicable regulations.

• Recognize complex cases requiring advanced technical knowledge or exception processing and escalate them to the appropriate team member.

• Follow established procedures for transaction processing, documentation, customer information handling, and quality control.
  • **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.).

 

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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

Your team at Rose International is always very helpful and responsive.

Barbara, 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

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

As a contractor, I have to say that Rose International was by far the best agency I have worked for.

Q'testdalir, Consultant

My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.

Diana, Consultant

EMPLOYEE COMMENTS

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