Customer Service/Data Entry

Opportunity Overview

Seeking an opportunity to start or continue a career in the Finance Industry? This role is hybrid, with 3 days work from home and 2 days in office a week.

This is an excellent opportunity to build a fulfilling career with a leading employer in the insurance and financial services industry, who continues to be named one of Fortune's 100 Best Companies to Work For!

Why Work With Us?

• Pay: $19.00 per hour
• Schedule: Monday to Friday, 10 am to 6:30 pm EST
• Hybrid Schedule: Wednesday and Thursdays in office
• Office Location: 1000 Yard St, Grandview Heights, OH 43212
• Benefits: Weekly pay and health benefits offered
• Targeted Start Date: August 2026

About the Job

The main responsibility is underwriting and processing financial requests (data entry) along with some outbound phone responsibilities to verify bank information or address any needed in good order requirements. This team focuses on outbound distributions and internal fund exchanges. The Financial Processor must work cohesively as a team to meet established service levels for customers. This is a great opportunity for an individual who enjoys working in a structured, process-driven environment and looks to embrace change and adapt/flex as needed.

Representatives are financial professionals, often working for insurance companies or financial advisors, who assist clients with managing and withdrawing funds from their annuities. They help understand contract terms, navigate withdrawal options, and understand the tax implications of withdrawals.

Ideal Candidate Qualifications

• Transaction processing experience in a fast-paced financial environment strongly preferred.
• Proven experience exhibiting exceptional organizational, follow-through, and multi-tasking skills.
• Experience working in an environment where use of PC was required at least 50% of time worked. Experience maneuvering between screens/systems is required.
• Advanced alpha/numeric data entry skills with a proven track record of accuracy and meeting high productivity standards.
• Strong interpersonal skills and ability to partner with others to contribute to an inclusive and positive work environment.
• Proven problem-solving and customer focus.
• Strong written/oral communication skills.
• Ability to work additional hours as required to meet work volume goals.
• Must embrace responsibility for identification and implementation of process efficiencies.

Required Qualifications

• Two to three years of office clerical work experience.
• Work experience with undergraduate studies.
• An engaging, passionate, and driven personality.
• Ability to effectively operate a personal computer with related business software.
• Strong oral and written communication skills for contact with customers.

How to Apply

Interested? Make sure your resume is up to date and forward it to [email protected] for consideration. Thank you and we look forward to connecting with you!