💼 Full-Time Position

Financial Services Representative

🏢
Tailored Management
📍 Grandview Heights, Ohio, United States
📍
Location
Grandview Heights, Ohio, United States
📅
Posted
May 16, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Financial Services Representative – New Business Advisory

Pay Rate: $19/hour (paid weekly)

Location: Hybrid (2 days in office, 3 days WFH)

1000 Yard Street, H Building, Grandview Heights, Columbus, OH 43212

Schedule: Monday–Friday, 8:00 AM–5:00 PM

Target Start Date: 06/01/2026



Role Overview

As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service. This role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows.



Key Responsibilities


  • Conduct outbound follow-up calls regarding pending transfer applications and status updates

  • Respond to basic customer email inquir...