Pyramid Consulting, Inc · 6 days ago
Financial Services Representative
Grandview Heights, OH
Contract
Hybrid
New Grad, Entry Level
$18/hr - $19/hrPyramid Consulting, Inc. is a leading company in the Financial Industry, and they are seeking a Financial Services Representative for a contract position. The role involves verifying documents, organizing workloads, and maintaining communication to ensure timely processing of approvals.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
Responsibilities
Verifies all documents and information is complete and in good order to input
Organizes and prioritizes workload to ensure new approvals are processed, set up, and assigned in a timely manner, while maintaining communication to manage expectations appropriately
Takes proactive steps to move the process forward, including conducting regular and timely follow-up on cases as needed
Continuously looks for ways to expedite and improve our processes and services
Builds and maintains relationships with internal partners. Provides assistance/answers questions in a timely manner
Processes other similar tasks relative to role
Qualification
Required
Customer Service
Customer Support
Knowledge of general business practices
Ability to prioritize work
Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care
Ability to make decisions with moderate oversight
Solid verbal and written communication skills to interact with internal and external audiences
Ability to research issues and determine optimal resolution
Decision making skills for problem identification and correction
Discretion while handling confidential matters (e.g., medical records)
Other criteria, including leadership skills, competencies and experiences may take precedence
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.
Founded in 1996
5001-10000 employees
H1B Sponsorship
Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase