Customer Services Rep - Educational Savings Plan

Job Description

Job Description

Start Date : 11 / 4 2-week training provided by the client’s Retail Services Support Team. Hours during training - HYBRID : Scottsdale, AZ 8 : 30 a.

m.-5 : 00 p.m., Monday through Friday. Hours after training : REMOTE : 9 : 00 a.m.-5 : 30 p.m. for our AZ location (with Daylight Savings these hours change to 9 : 30 a.

m.-6 : 00 a.m.), Monday through Friday. 100% attendance required during the first 6 weeks of employment. Occasional overtime available based on business needs.

Pay Rate : $23 Randstad offers medical, dental, vision, short term disability, life insurance and 401K.

salary : $21 - $23 per hour

shift : First

work hours : 9 : 30 AM - 5 PM

education : Associate

Responsibilities

Working onsite as a Randstad Associate answering and assisting the client’s investors with their questions about financial products and services in a call center environment.

You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided.

You’ll use be using virtual technology to develop relationships with clients and understand their unique investment to position the appropriate solutions or actions.

Core Responsibilities

Serves as the initial point of contact for clients. Responds to requests for investment, fund, and

account information. Resolves general account issues.

Follows standardized processes to complete monetary and administrative transactions.

Documents and reports client feedback for process improvement efforts.

Uses consultative approach to position products and services to clients.

Develops basic knowledge of the Company’s funds, products, and services, and of the overall

Financial Services industry.

Participates in special projects and performs other duties as assigned.

Skills

• Telephone Etiquette
• Financial Services
• Customer Relationship Management

Qualifications

• Years of experience : 2 years
• Experience level : Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company.

Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer : Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants.

If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc.

In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.