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DATE ADDED: Wed 17/10/2018

Financial Services Representative

Tampa, USA


Job Description

 Seeking a professional Entry Level-Financial Analyst for an exciting opportunity with one of the top global providers of insurance, annuities and employee benefit programs! Ideal candidates will possess 2-4 years of operational experience in the customer service or financial industry.

Job Summary:
Perform core processing and administrative functions of the business unit, which can include providing day to day client services and administrative support to customers, responding to client requests, performing significant financial transactions in an accurate and timely manner, processing transactions at the individual and corporate account level, and preparing reports and analytical documents for internal and external customers.

Key Responsibilities:

  • Exercise judgment and product understanding to determine appropriate handling of complex issues and high-value financial transactions around core business functions of the unit
  •  Resolve customer questions and escalations in a consistently accurate and timely fashion
  • Utilize experience, initiative and judgment to analyze and resolve discrepancies and issues, and resolve internal and external client escalations that impact the unit on a high-priority basis
  • Establish and maintain a positive and professional relationship with internal and external clients and business partners
  • Execute special projects assigned by management within the allotted time frame


  • Bachelor's Degree 
  •  2 - 4 years of operational experience, preferably in the customer service and/or financial industries
  • Microsoft Office suite proficient
  • Ability to multi-task and handle high volumes of work in a fast-paced environment
  • Ability to excel in an ever-changing environment, while meeting several deliverables

Company Description
Tailored Management is a national premium recruiting firm; dedicated to developing strong relationships with both clients and career seekers. Our President says, “The people business is personal.” This simple but profound phrase shapes the thinking that has made Tailored Management into a major national force in the recruiting industry. We believe to our core in finding the perfectly tailored candidate for each role we fill - each and every time.

Role: Financial Services Representative
Job Type:
Location: Tampa,

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