Financial Support Specialist

3 days ago

Paradise Valley AZ 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 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 in the office in Scottsdale, AZ (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 Support Representative

    2 weeks ago

    Paradise Valley, AZ, United States Randstad Enterprise Full time

    We are looking for a highly skilled and client-focused professional to join our team as a Financial Client Support Specialist. 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...

  • Financial Customer Support Representative

    1 week ago

    Paradise Valley, AZ, 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...

  • Senior Financial Planning Specialist

    2 weeks ago

    West Valley City, Utah, United States OneMain Financial Full time

    Role OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at OneMain Financial. As a key member of our finance team, you will be responsible for supporting the financial planning and analysis functions.Key Responsibilities:Support the development of financial models and forecasts to inform business decisionsAnalyze...

  • Personal Financial Support Specialist

    3 weeks ago

    Ruby Valley, United States Citizens Full time

    Citizens is a forward-thinking financial institution dedicated to delivering exceptional services to our clients. We are currently seeking a highly skilled Personal Financial Support Specialist to join our team.About the RoleThis exciting opportunity is for a full-time Personal Financial Support Specialist to work in a dynamic environment, providing...

  • Financial Operations Assistant

    2 weeks ago

    Golden Valley, Minnesota, United States Creative Financial Staffing Full time

    We are working with a leading manufacturer in Golden Valley, Minnesota to fill an exciting opportunity for a Financial Operations Assistant - Accounts Payable Specialist. This is a key role within the company's high-performing accounting team where you will play a critical part in supporting their growth.Job SummaryThe Financial Operations Assistant -...

  • District Support Specialist

    4 weeks ago

    Woodbridge, VA, United States OneMain Financial Full time

    At OneMain, District Support Specialists play a key role in supporting customers by understanding their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members work closely together, fostering collaboration to ensure a seamless experience for customers. They contribute to a positive and...

  • Creative Financial Staffing | Reconciliation Specialist OH | dublin, oh

    4 weeks ago

    Dublin, OH, United States Creative Financial Staffing Full time

    RECONCILIATIONS SPECIALIST Local Investment company is seeking support of a Reconciliations Specialist to assist with department reconciliations. ABOUT THE COMPANY Our client is an established, professional financial organization providing a number of service to the community Come support a friendly, relaxed Accounting team with reconciliations...

  • Financial Customer Service Representative

    1 week ago

    Paradise Valley, 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...

  • Financial Sales Representative

    3 weeks ago

    Cicero, NY, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a crucial role in empowering customers to achieve their financial goals. With a strong focus on delivering exceptional customer service and providing personalized loan solutions, you will be responsible for developing new relationships and maintaining existing ones.

  • Creative Financial Staffing | AP Specialist IN | goshen, in

    2 weeks ago

    Goshen, IN, United States Creative Financial Staffing Full time

    Job Title: Accounts Payable Specialist Location: Goshen, INWork Arrangement: 100% Onsite Daily Job Summary:We are looking for a dedicated Accounts Payable Specialist to support our team by processing vendor invoices, performing account reconciliations, and handling related administrative tasks. This role focuses on scanning and entering data into our system...

  • Creative Financial Staffing | Accounts Payable Specialist OH | worthington, oh

    2 weeks ago

    Worthington, OH, United States Creative Financial Staffing Full time

     Embark on a Fulfilling Accounts Payable Opportunity in Columbus, Ohio!  Are you a detail-oriented Accounts Payable enthusiast with a passion for precision? It's time to unleash your skills as an Accounts Payable Specialist and be the unsung hero of our financial operations! Join our dynamic team in Columbus, Ohio, and be part of a company where your...

  • Financial Customer Support Representative

    2 weeks ago

    Scottsdale, AZ, 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...

  • Creative Financial Staffing | Collections Specialist CA | bakersfield, ca

    4 weeks ago

    Bakersfield, CA, United States Creative Financial Staffing Full time

    Collections SpecialistSalary: $21 - $25 per hour(Onsite - Bakersfield, CA) About Our Client:We are proud to partner with a well-established company in Bakersfield that is committed to delivering exceptional service to its clients. They are seeking a dedicated Collections Specialist to join their team. If you are detail-oriented, organized, and thrive in a...

  • Creative Financial Staffing | Billing Specialist CT | woodbridge, ct

    4 weeks ago

    Woodbridge, CT, United States Creative Financial Staffing Full time

    Billing Specialist Our client is a well-established company with over 70 years of experience that boasts a nationwide presence and a commitment to quality making them a leader in the industry.Why this Opportunity? Small but diverse team! Early DAYS; Office closed by 3:30 EVERY Friday! Culture is one of support and nurturing, where they want every team...

  • Auto Loan Specialist

    3 months ago

    Tempe, AZ, United States OneMain Financial Full time

    At OneMain, Auto Loan Specialists serve as the initial contact for customers acquiring a vehicle. They help customers complete the financing of a vehicle through a local dealership while working closely with the dealership’s sales agents, in a call center environment. They communicate with dealers, merchants, and customers in handling the appropriate...

  • Financial Specialist

    1 week ago

    Washington, DC, United States Course Advisor Full time

    Financial Specialist Job Description Is There Job Demand for Financial Specialists? In the United States, there were 135,900 jobs for Financial Specialist in 2016. New jobs are being produced at a rate of 9.6% which is above the national average. The Bureau of Labor Statistics predicts 13,100 new jobs for Financial Specialist by 2026. There will be an...

  • Creative Financial Staffing | Accounts Receivable Specialist OH | carrollton, oh

    4 weeks ago

    Carrollton, OH, United States Creative Financial Staffing Full time

    Position: Accounts Receivable Specialist Are you a meticulous and organized individual with a keen interest in numbers and financial processes? We are actively seeking a talented and dedicated Accounts Receivable Specialist to join our team! As an integral part of our accounting department, you will play a vital role in overseeing the financial transactions...

  • Creative Financial Staffing | Payroll Specialist TX | houston, tx

    4 weeks ago

    Houston, TX, United States Creative Financial Staffing Full time

    Payroll Specialist Opportunity Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team? Perks of the Payroll Specialist role? Company that is financially healthy Enduring a peak growth phase - chance to grow with a company Competitive benefits package with a 401k...

  • COUNTRY Trust Bank Financial Advisor

    3 weeks ago

    Beaverton, OR, United States COUNTRY Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We're looking for ambitious and established candidates who want to own their...

  • Creative Financial Staffing | Billing Specialist CO | parker, co

    4 weeks ago

    Parker, CO, United States Creative Financial Staffing Full time

    Billing SpecialistOur client has been a leader in providing high-quality environmental services to the Denver Metro Area looking to add Billing Specialist. We stay at the forefront of our industry by consistently implementing best management practices (BMPs) in soil erosion and storm water control. Our comprehensive range of products and services includes...