Client services representative
4 weeks ago
Randstad is supporting a leading wealth management company who is in search of hiring Client Service Reps to support their team in El Paso. The ideal candidate has a passion for helping people plan and achieve their retirement goals and offers a problem-solving mindset, with a focus on educating clients. If you or anyone in your network could benefit from this opportunity, please consider applying today
salary: $21 - $22 per hour
shift: First
work hours: 8 AM - 5 PM
education: No Degree Required
Responsibilities
- Client support during tax season: Answer inbound calls from clients with questions regarding their IRA accounts such as:
- When will my tax form be available?
- Can you help me take out a distribution?
- Can I have a check mailed to me?
- Assist clients with processing distributions, Roth conversions, and changes to tax withholding elections.
- Handle 25-35 calls per day, with each call lasting between 5-15 minutes, depending on the complexity of the client's questions
- Performance Metrics:
- Maintain 85% schedule adherence.
- Keep wrap-up time under 15% of total call time.
- Provide clear, concise information to help clients understand retirement products, services, and IRS regulations
- Foster trust and satisfaction through expert guidance and problem-solving
Skills Excel Financial Services Client Service Call Center Support Basic Computer Skills
Qualifications Years of experience: 3 years Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
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).
This posting is open for thirty (30) days.
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