Customer Service Specialist
2 weeks ago
HIRING NOW – FINANCIAL CUSTOMER SERVICE - HYBRID
Our Client, a world-renowned leader in investment management, is seeking motivated talents with Customer Service skills and passion for the financial industry.
Join us and become part of an organization where your talents will be recognized, your potential will be nurtured, and your career will flourish. Make an impact that matters.
Apply now and embark on a journey of growth, fulfillment, and excellence in client relations
Location:
Hybrid in Malvern, PA.
Shift:
Training hours: 8:30AM-5PM local time
Work hours/Post training hours: 9:30AM-6PM (Remote)
Pay Rate:
$20/hr (increase to $23/hr after 2 months).
What you will be doing:
- inbound calls to the Change of Ownership Department to assist clients with changes to their accounts after they’ve experienced a life-changing event (opening new accounts, transferring assets, updating account information).
- guidance to beneficiaries when inheriting account holder’s assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required.
- administrative tasks when notified of a client’s passing such as placing restrictions to secure decedent’s information and assets.
- with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types.
The right candidate will have:
- years of Customer service and prior insurance or financial experience.
- degree in Business, Finance, Communications, or equivalent combination of training and experience.
- client-relation, telephone etiquette and communication (oral and written) skills.
- predisposition, ability to navigate difficult and sensitive client situations well, and handle difficult conversations.
- to work in a fast-paced environment and experience using multiple computer software/systems simultaneously.
- to attend training (100% training attendance is required).
TO APPLY: Email Resume to: claudia.mendoza@randstadusa.com
If this job is not for you, feel free to refer a friend.
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