Financial Services Representative

Immediate need for a talented Financial Services Representative. This is a 06+months contract opportunity with long-term potential and is located in Troy NY (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-65830

Pay Range: $18 - $19/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Note: 1 week onsite / 1-week WFH
• This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan.
• Receives and responds to incoming customer/agent/employer inquiries.
• Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
• 3Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
• Resolves routine errors requiring corrective processing.
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a supervisor.
• Reviews, research, and interprets records and reports to accurately make decisions.
• Decision making skill necessary for customer contacts.
• Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action.
• Performs other duties as requested

Key Requirements and Technology Experience: 

• key skills; Customer Service Exp
• Bachelor / Associate Degree Required
• Financial/Insurance Background
• Associate’s 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.

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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