Client Relations Coordinator
2 weeks ago
Position Overview:
Randstad is collaborating with a prominent wealth management organization seeking a Client Services Representative to enhance their operational team.
Key Responsibilities:
- Facilitate the initiation and closure of client accounts
- Manage client deposits and withdrawals
- Prepare essential client documentation for signatures
- Support the department with administrative tasks and generate reports for a team of approximately 20 members
- Participate in a comprehensive training process, including shadowing and utilizing reference checklists
Required Skills:
- Operations Management
- Appointment Coordination
- Customer Service Excellence
- Administrative Support
Qualifications:
- Minimum of 2 years of relevant experience
- Proven track record in a similar role
Randstad is a global leader in connecting talented individuals with outstanding companies. Our dedicated agents are committed to understanding your employment aspirations and will work tirelessly to align your skills with the ideal job opportunity.
Equal Opportunity Employer:
Randstad embraces diversity and is committed to creating an inclusive environment for all employees. We encourage applications from individuals of all backgrounds and abilities.
Benefits:
Randstad offers a comprehensive benefits package, which includes health coverage, an incentive and recognition program, and a 401K contribution plan, subject to eligibility.
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