Financial Customer Service Representative

2 days 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).

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