Financial Customer Service Representative

1 month 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 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).



  • Paradise Valley, Arizona, United States Randstad Enterprise Full time

    Job SummaryWe are seeking a highly skilled and client-focused Financial Services Representative to join our team at Randstad Enterprise. This role demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector.This is a hybrid work model position that requires a blend of remote...


  • Paradise Valley, Arizona, United States Randstad Enterprise Full time

    Company OverviewRandstad Enterprise is a leading provider of financial services, dedicated to delivering exceptional support to our clients. We are committed to fostering a collaborative and dynamic work environment that encourages growth and development.Salary & BenefitsThe compensation package for this role includes a competitive hourly rate of $23/hour,...


  • Paradise Valley, Arizona, United States Highgate Hotels Full time

    Highgate Hotels is seeking a skilled Customer Service Representative to provide exceptional service to our guests. The ideal candidate will possess excellent communication skills and be able to work effectively in a fast-paced environment.About the RoleThis role will be responsible for providing attentive, courteous and efficient service to all guests during...


  • Paradise Valley, Arizona, United States Elements Massage Full time

    About Us: At Elements Massage, we strive to create the best work environment for our employees and provide the best experiences for our clients. As a Customer Service Representative, you will play a crucial role in achieving this goal.Job Description: We are seeking a highly motivated individual to sell the monthly Elements Wellness Program and build...


  • Paradise Valley, United States TRC Talent Solutions Full time

    Our client, a wealth management firm, is looking for a Financial Customer Service Specialist to join their team. This is a long-term contract position and hybrid in Phoenix, AZ.As a member of our Advisor Support team, you will support our advisors and your team members in all aspects of operational and transition activities. You will collaborate with others...


  • Paradise Valley, United States TRC Talent Solutions Full time

    Our client, a wealth management firm, is looking for a Financial Customer Service Specialist to join their team. This is a long-term contract position and hybrid in Phoenix, AZ.As a member of our Advisor Support team, you will support our advisors and your team members in all aspects of operational and transition activities. You will collaborate with others...


  • Paradise Valley, Arizona, United States TRC Talent Solutions Full time

    TRC Talent Solutions is hiring a Customer Service Advocate for Financial Institutions to join our team. This is a great opportunity to work with a dynamic team of professionals who are passionate about delivering exceptional customer service.In this role, you will provide support to our advisors and colleagues, responding to customer inquiries and resolving...

  • Sales Associate

    4 months ago


    Paradise Valley, United States Drybar Shops Full time

    Overview: ACCEPTING BARTENDER APPLICATIONS FOR THE Scottsdale in Lincoln Plaza- 6378 N. Scottsdale Road Drybar is a blow dry-only bar and our philosophy is simple. Focus on one thing and be the best at it. For us thats blowouts. In fact, our tagline says it all: No cuts. No color. Just blowouts. Hiring immediately! We are looking for fantastic retail...


  • Paradise, United States Supreme Concepts Inc. Full time

    **Job Summary** We are seeking a highly skilled Customer Service Representative to join our team at Supreme Concepts Inc. The successful candidate will be responsible for delivering exceptional customer service, responding to inquiries, and resolving issues in a timely and professional manner. Key Responsibilities:Provide outstanding customer service...


  • Paradise, California, United States Guest Services Full time

    We are seeking a skilled Customer Service Representative to join our team at Guest Services. As a key member of our staff, you will be responsible for providing exceptional customer service to our guests.Job SummaryThis is an exciting opportunity to work in a dynamic and fast-paced environment where you will have the chance to make a real difference in the...


  • Simi Valley, California, United States CBC Federal Credit Union Full time

    Job Description:We are seeking a highly skilled Financial Services Representative to join our team at CBC Federal Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our members. This includes assisting with financial transactions, answering questions about our products and...


  • Paradise Valley, Arizona, United States Shamrock Foods Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Store Associate. This is an excellent opportunity to work in a fast-paced retail environment and develop your skills in customer service, sales, and teamwork.Key Responsibilities:Provide Excellent Customer Service: Engage with customers, respond to...


  • Paradise Valley, Arizona, United States Shamrock Foods Full time

    Essential DutiesThis role requires a high level of energy and enthusiasm for delivering exceptional customer service. Some key responsibilities include:Providing outstanding customer service through all interactions in the storeMaintaining a clean and organized store environment, including shelves and stockroomsProcessing customer purchases and executing...


  • Mill Valley, California, United States Trevor Lam - State Farm Agent Full time

    Job OverviewWe are seeking a motivated Customer Service Representative to join our team at Trevor Lam - State Farm Agent. As an Agent Team Member, you will play a vital role in assisting our agent with various tasks around the office and providing exceptional customer service.Responsibilities:Provide assistance with daily office operations, including...


  • Valley View, Pennsylvania, United States LINKBANK Full time

    Key ResponsibilitiesAs a Financial Services Representative at Linkbank, you will play a critical role in delivering exceptional customer service and meeting or exceeding sales targets.Your key responsibilities will include:Providing needs-based solutions to clients and identifying opportunities to grow revenue.Processing transactions accurately and...


  • Prescott Valley, Arizona, United States BankTalent HQ Full time

    BankTalent HQ OverviewWe foster a community of professionals with relationships at the forefront. Our environment promotes inclusivity and collaboration, giving our customers and employees an optimal setting to grow and thrive.Job Description: We are seeking a seasoned Customer Relations Representative to join our Prescott Valley branch team. If you're...


  • Castro Valley, California, United States Kim Holland - State Farm Agent Full time

    Key ResponsibilitiesAs an Insurance and Financial Services Representative, you will be responsible for establishing customer relationships, following up with customers, and educating them about insurance options. You will also develop leads, schedule appointments, identify customer needs, and market appropriate products and services.


  • Valley City, United States Dacotah Bank Full time

    As a Customer Service Representative (CSR) at Dacotah Bank, you connect with our customers to build trusted relationships and help them achieve their financial goals.In this role, you will be assisting customers with general banking transactions such as deposits, withdrawals, loan payments, and inquiries. Our Customer Service Representative's also receive...


  • Valley City, United States Dacotah Bank Full time

    As a Customer Service Representative (CSR) at Dacotah Bank, you connect with our customers to build trusted relationships and help them achieve their financial goals.In this role, you will be assisting customers with general banking transactions such as deposits, withdrawals, loan payments, and inquiries. Our Customer Service Representative's also receive...


  • Valley City, United States Dacotah Bank Full time

    As a Customer Service Representative (CSR) at Dacotah Bank, you connect with our customers to build trusted relationships and help them achieve their financial goals. In this role, you will be assisting customers with general banking transactions such as deposits, withdrawals, loan payments, and inquiries. Our Customer Service Representative's also receive...