Financial Customer Service Representative

2 weeks ago

Fountain Hills, United States Randstad Enterprise Full time

We are looking for highly skilled and client-focused professionals to join our team as Financial Client Support Specialists. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship management skills to deliver seamless support to our valued clients.

Core Competencies & Skills:

  • Client-Centric Communication: Demonstrate excellent verbal and written communication skills, explaining complex financial concepts in simple, easy-to-understand terms. Listen actively and show empathy in all client interactions.

  • Problem-Solving & Critical Thinking: Analyze and resolve a variety of client issues with efficiency and attention to detail. Apply sound judgment to guide clients through investment-related decisions, adhering to regulations and policies.

  • Technical Proficiency: Comfortably navigate multiple software applications and computer screens simultaneously to manage client accounts and document interactions. Learn and adapt quickly to new technologies and systems used in financial services.

  • Organization & Efficiency: Effectively prioritize and manage multiple tasks while maintaining high standards of accuracy and thoroughness. Meet performance metrics and deadlines in a dynamic, fast-paced environment.

  • Financial Knowledge & Adaptability: Develop a strong understanding of investment products, account types, and industry regulations. Stay updated on financial market trends and apply this knowledge to assist clients.


Primary Responsibilities:

  • Respond to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.

  • Provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.

  • Use a consultative approach to position products and services that meet client needs, documenting all interactions thoroughly in case notes.

  • Execute administrative tasks associated with client requests, ensuring follow-up actions are completed accurately and efficiently.

  • Participate in training and professional development opportunities to remain knowledgeable about financial products and services.


Work Environment & Requirements:

  • Hybrid Work Model: Blend of remote (Mondays and Fridays) and onsite work (Tuesdays through Thursdays). Full participation is expected in virtual and in-person meetings. Some potential Saturday working hours and OT during Tax season.

  • Training Commitment: Comprehensive training provided, with required attendance. Training hours are Monday through Friday, 8:30 AM to 5:00 PM. Post-training hours are 9:30 AM to 6:00 PM or 10:30 AM to 7:00 PM - schedule flexibility is a must

  • Technology Setup: A secure, private workspace at home and a reliable internet connection (100 Mbps download/30 Mbps upload minimum) are mandatory. An $80/month stipend is provided to offset internet costs.


Qualifications:

  • At least 1 year of call center experience

  • Strong aptitude for learning new software systems and a passion for continuous improvement.

  • Proven ability to adapt to change and remain flexible in a dynamic work environment.

  • High degree of self-motivation, organization, and efficiency in managing multiple responsibilities.

  • Basic familiarity with financial concepts and a willingness to gain in-depth industry knowledge.


Compensation & Benefits:

  • Pay Rate: $23/hour, with opportunities for overtime based on business needs.

  • Benefits Package: Medical, dental, vision, short-term disability, life insurance, and 401K options.

  • Professional Growth: Training and mentorship to become a subject matter expert in the financial services industry.


Who You Are: You are an adaptable, empathetic, and detail-oriented professional who thrives in a team-driven environment. You are eager to learn and passionate about delivering exceptional service while navigating the complexities of the financial world.

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 HRsupport@randstadusa.com.

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).


  • Financial Customer Service Representative

    4 days ago

    Fountain Hills, United States Randstad Enterprise Full time

    We are looking for highly skilled and client-focused professionals to join our team as Customer Service Representatives. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship management...

  • Financial Services Representative

    3 days ago

    Fountain Hills, Arizona, United States Randstad Enterprise Full time

    Job DescriptionWe are seeking an experienced Financial Services Representative to join our team at Randstad Enterprise. As a key member of our team, you will play a vital role in providing exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Respond to inbound client inquiries via phone, assisting with investment...

  • Customer Service Representative

    3 months ago

    Fountain Hills, United States Circle K Full time

    Circle K - 17125 E Shea Blvd [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment...

  • Store Customer Service Representative

    3 days ago

    Fountain Hills, Arizona, United States Bashas' Full time

    ResponsibilitiesA Store Customer Service Representative is responsible for providing exceptional customer service and ensuring that our customers have a positive shopping experience. Your duties will include operating a cash register, handling customer transactions, and maintaining a clean and organized store environment.You will also be responsible for...

  • Storage Customer Service Representative

    2 months ago

    Fountain Hills, United States U-Haul Full time

    Location: 9264 Technology Dr, Fountain Hills, Arizona 85268 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Storage Customer Service Representative. As a Storage Customer Service Representative, you will work as part of a support team to be the face of U-Haul...

  • Warehouse and Customer Service Representative

    3 days ago

    Fountain Hills, Arizona, United States U-Haul Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Storage Customer Service Representative. In this role, you will be responsible for supporting site managers, handling customer inquiries, and ensuring that storage units are clean and secure.About U-HaulU-Haul Holding Company is a leading provider of moving and...

  • Financial Service Representative

    2 days ago

    North Richland Hills, Texas, United States Veritex Bank Full time

    Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team in Dallas, Texas.About the Job:Provide exceptional customer service and support to clients.Promote and sell bank products and services to meet customer needs.Collaborate with internal teams to achieve business...

  • Customer Service Representative

    4 weeks ago

    Mission Hills, United States Community Choice Financial Family of Brands Full time

    Job DescriptionOverview: At Speedy Cash, we’re more than a financial service provider; we’re a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring...

  • Customer Service Representative

    6 days ago

    Hills, United States Austin Firm Full time

    Our Customer Service Representative help the local markets by offering products and services from our various clientele to increase their brand awareness and customer awareness. As a Customer Service Representative, you will be a part of creating and delivering amazing consumer experiences. Whether it's getting answers quickly, consulting on products with...

  • Customer Service Representative

    3 days ago

    Fountain Hills, Arizona, United States Goodwill Industries International Inc Full time

    Goodwill Industries International Inc is committed to helping people with disabilities, disadvantages and other barriers to employment improve their employability and quality of life. The organization provides a wide range of services, including job training, education, career counseling, and job placement. Our goal is to help individuals gain the skills,...

  • Customer Service Representative

    3 days ago

    Fountain Valley, California, United States MemorialCare Health System Full time

    Job Title: Customer Service RepresentativeWe are seeking a skilled and enthusiastic Customer Service Representative to join our team at MemorialCare Health System. As a key member of our customer-facing team, you will play a critical role in delivering exceptional service to our patients, families, and providers.The ideal candidate will have excellent...

  • Customer Service Representative

    2 days ago

    Fountain Hills, Arizona, United States U-Haul Full time

    Job SummaryWe are seeking a Part Time Reservation Agent to join our team at U-Haul. As a key member of our reservation department, you will play a crucial role in supporting customers, field team members, and U-Haul dealerships through reservation placement and distribution of equipment. About the RoleThe successful candidate will be responsible for...

  • Customer Service Representative

    2 weeks ago

    Vernon Hills, United States The Auto Club Group Full time

    It's a great time to join AAA The Auto Club Group JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us Branch Offices house travel, membership,...

  • Customer Service Representative

    2 weeks ago

    Vestavia Hills, Alabama, United States Eclaro Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Eclaro's client in Birmingham, AL. The ideal candidate will provide exceptional service to clients, manage client requests, and perform administrative duties as assigned.About the RoleThis is a unique opportunity to work with one of the...

  • Customer Service Representative

    3 months ago

    Vernon Hills, United States The Auto Club Group Full time

    It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) * Established brand that has been around for over 100 years. Our members know and trust us! * Branch Offices house travel,...

  • Customer Service Representative

    4 weeks ago

    Vernon Hills, United States The Auto Club Group Full time

    It‘s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:HourlyJob Description:Why Choose a Career with the AAA The Auto Club Group (ACG)* Established brand that has been around for over 100 years. Our members know and trust us!* Branch Offices house travel, membership,...

  • Customer Service Representative

    2 weeks ago

    Vernon Hills, United States The Auto Club Group Full time

    It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) * Established brand that has been around for over 100 years. Our members know and trust us! * Branch Offices house travel,...

  • Customer Service Representative

    3 days ago

    Bloomfield Hills, Michigan, United States Fifth Third Full time

    At Fifth Third Bank, we're looking for a talented Customer Service Representative to join our team in Bloomfield Hills, MI. As a key member of our Financial Center team, you'll be responsible for providing exceptional customer service and building long-term relationships with our clients.We're offering a competitive salary of $40,000 per year, plus...

  • customer service representative

    3 months ago

    Fountain Valley, United States Circle K Full time

    Circle K - 9024 Warner Ave [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment for...

  • Customer Service Representative

    2 days ago

    Fountain Valley, California, United States Dollar Tree Full time

    We are seeking a Customer Service Representative to join our team at Dollar Tree. In this role, you'll be responsible for providing excellent customer service, handling customer transactions, and maintaining store appearance. We offer a competitive salary of $12 per hour and opportunities for advancement and professional growth.About This RoleProvide...