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Financial Services Representative

Company

Tailored Management

Location

Grandview Heights, Ohio, United States

Posted

May 16, 2026

Position Overview

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...

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