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

Job ID: 25-56782

Pay Range: $15 - $17/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
• Prepares all materials to establish new plans and set up appropriate records: employee communications and client administrative guide, and plan information on system.
• Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews and approves requests for deposits and contract changes. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with other departments through oral and written communications. Maintains appropriate records.
• Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Responsible for research.
• Performs other duties as requested.

Key Requirements and Technology Experience:

• Key skills; Customer Service
• Office Equipment
• Filing systems and record keeping procedures
• Experience: Four years work experience. Work experience with undergraduate studies preferred.
• General office practices, customer service, and office equipment.
• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
• Basic knowledge of contract law and the tax ramifications.
• Ability to prioritize own work within standards.
• Effective written and oral communication skills to interact with customers, team members, and management.
• Decision making skills necessary for customer contacts.
• Ability to identify and evaluate problems, analyze customer inquiries, and determine the appropriate action.
• Decision making skills necessary for problem identification and correction.
• Dealing with ambiguity. Ability to coordinate and conduct, direct, or lead a project or the training of team members.
• Proven ability to operate a PC.
• High school studies.
• Undergraduate studies desirable. Participation in technical coursework such as LOMA is desirable

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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