Data Entry/Customer Service Rep

Job Summary

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?

• The Pay Is: $19.00 per hour
• The Work Schedule is: Monday to Friday 10 am to 6:30 pm EST
• Hybrid work schedule: Wednesday and Thursdays in office
• Office Location: 1000 Yard St Grandview Heights, OH 43212
• Weekly pay and health benefits are offered
• Targeted Start Date: May/June 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 (financial services support representative) 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 can help understand contract terms, navigate withdrawal options, and understand the tax implications of withdrawals.

Ideal Candidate Profile

Experience and Skills:

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

Qualifications:

• Two to three years of office clerical work experience.
• Work experience with undergraduate studies.
• An engaging, passionate, and driven personality.
• An 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!