Financial Call Center Specialist

Job Description

Job Description

Working as a Randstad Associate for one of the world's largest Financial Institutions, known for its client-first focus, collaborative, and team-oriented culture. You will answer and assist investors with questions, monetary transactions, financial products, and services. As a Client Representative, you’ll be an advocate for our clients and part of a team that prides itself on building trust and delivering exemplary service and support. If you are passionate about serving others and leading with a growth mindset, empathy, determination, and learning agility, join our team to change the way the world invests. Join our company and elevate your career with learning opportunities and growth.

PAY RATE : $23 / hr

SHIFT : Training : 4 weeks, 100% attendance required - Hybrid Training Schedule : M-F 8 : 30 am-5 : 00 pm local; REMOTE - Work hours : 9 : 30 am-6 : 30 pm local time (shift will be assigned based on business need)

(37.5-hour work week during the slow season. 40 hr. work week during tax season)

Responsibilities

• Serves as the initial point of contact for clients. Follows standardized procedures to meet client needs. May conduct research for complex requests. (opening new accounts, transferring assets, updating account information)
• Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
• Familiarity with different Retirement account types (Traditional IRA, Roth IRA, etc) and ability to understand basic rules and regulations governing different account types.
• Documents and notates clear and detailed client interactions for case notes
• Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
• Develops basic knowledge of funds, products, and services, and of the overall Financial Services industry

What it takes

This job is for you if you :

Qualifications :

For immediate consideration please email resume to : alexandra.varela@randstadusa.com with FINANCIAL CALL CENTER

Company Description

Randstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

We can’t wait to tell you all about it!

Company Description

Randstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing. \r\n\r\nWe can’t wait to tell you all about it!