Wealth Management Representative

6 days ago


Jacksonville, Florida, United States Randstad US Full time

We are looking for a talented Wealth Management Representative to join our team at Randstad US. As a Customer Service Representative, you will play a critical role in our inbound call center, assisting clients and branch partners with their financial needs.

About the Role:
  • Assist clients with banking and brokerage accounts, credit and debit cards, and small business accounts
  • Deliver quality service by providing effective operations support for internal business partners and/or external customers
  • Manage risk by accurately authenticating clients and identifying potential risks
  • Navigate through multiple applications and tools to resolve issues with client accounts

To succeed in this role, you will need 2 years of experience in customer service, basic computer skills, and strong communication abilities. If you are passionate about delivering exceptional service and improving customers' financial lives, we encourage you to apply.

Benefits:

As a Randstad US employee, you will enjoy a comprehensive benefits package, including health insurance, an incentive and recognition program, and 401K contribution.



  • Jacksonville, Florida, United States Randstad US Full time

    Join us at Randstad US as a Wealth Management Client Care Specialist and play a critical role in delivering exceptional financial operations support to our clients and branch partners. As a key member of our team, you'll be responsible for providing clear, complete, and accurate responses to client inquiries, resolving issues, and navigating through various...


  • Jacksonville, Florida, United States Global Channel Management Full time

    About Global Channel Management We are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients in the financial services industry. Your primary goal will be to understand client needs...


  • Jacksonville, Florida, United States Global Channel Management Full time

    Job DescriptionWe are looking for a Relationship Building Representative to join our team at Global Channel Management. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients.The ideal candidate will have a strong background in customer service, customer support or inside sales, preferably within...


  • Jacksonville, Florida, United States Global Channel Management Full time

    About the JobAs a Customer Service Liaison with Global Channel Management, you will play a crucial role in delivering exceptional customer experiences. With 1-3 years of experience in customer service, customer support, or inside sales, preferably in Financial Services/Banking, you will be responsible for:


  • Jacksonville, Florida, United States Randstad North America, Inc. Full time

    Are you passionate about delivering exceptional service? As a Business Partner Liaison at Randstad North America, Inc., you'll be the first point of contact in our inbound call center. Our team assists Wealth Management clients and branch partners with Customer Service, Representative, Business Partner, Retail, Staffing needs.We're looking for someone to...


  • Jacksonville, Florida, United States Randstad US Full time

    Randstad US is seeking a highly skilled Customer Service Professional to join our team. As a Wealth Management Client Care Representative, you will be the first point of contact for our inbound call center, assisting clients and branch partners with their banking and brokerage accounts, credit and debit cards, and small business accounts.Key...


  • Jacksonville, Florida, United States Johnson Controls Full time

    Unlock your potential with Johnson Controls and thrive in a challenging role as a Customer Order Management Representative.About UsWe are a global leader in smart, healthy, and sustainable buildings. Our mission is to reimagine the performance of buildings to serve people, places, and the planet.CompensationThe estimated salary for this position is $45,000 -...


  • Jacksonville, Florida, United States Island Time Car Wash Full time

    Island Time Car WashWe are a premier full service carwash and detail center serving the local community.Job OverviewThe Sales Associate role is a key position that requires a results-driven individual to represent our brand and build lasting relationships with our guests.Key Responsibilities:Achieve agreed upon sales targets and outcomes within...


  • Jacksonville, Florida, United States Jenkins Genesis of Jacksonville Full time

    About the RoleWe are seeking a Point of Sale Representative to join our team at Jenkins Genesis of Jacksonville. As a Point of Sale Representative, you will be responsible for processing payments and managing customer data. This role requires a high school diploma or equivalent, as well as one year of experience in handling money.BenefitsMedical, dental, and...


  • Jacksonville, Florida, United States SAS Retail Services Full time

    At SAS Retail Services, we are seeking a highly motivated individual to join our team as a Retail Sales Representative. This role offers the opportunity to work with major consumer brands in Walmart stores and develop skills in category resets and product placement.As a Retail Sales Representative, you will be responsible for ensuring the latest brands and...


  • Jacksonville, Florida, United States Affinity Group Full time

    Job OverviewAffinity Group is seeking a skilled Food Demonstration Representative to join our team at Restaurant Depot. This exciting opportunity involves demonstrating and selling products, as well as merchandising and coordinating with department managers for product displays.Compensation: $260 per demo session (flat rate), plus additional earnings from...


  • Jacksonville, Florida, United States Bedrosians Full time

    About the RoleAs a Distribution Customer Service Representative at Bedrosians, you will play a crucial part in providing exceptional customer service to our company branches. Your primary responsibility will be to ensure that all orders are processed efficiently and effectively. This involves managing daily orders, building truckload shipments, communicating...


  • Jacksonville, Florida, United States O'Steen Automotive Group Full time

    Company OverviewO'Steen Auto Group is a leading dealership in the automotive industry, dedicated to delivering exceptional customer service and value.Estimated Salary: $40,000 - $55,000 per yearThe Front Desk Representative will play a crucial role in creating a positive impression of our company by providing excellent customer service and support to...


  • Jacksonville, Florida, United States Gordon Food Service Full time

    OverviewGordon Food Service is a leading provider of food distribution solutions in North America. Our company has been delivering excellence, expertise, and quality products to our customers for over 120 years.Estimated Salary: $60,000 - $80,000 per yearThis role offers a competitive salary and benefits package, including a generous 401(k) matching program,...


  • Jacksonville, Florida, United States Trane Technologies Full time

    About the RoleAs a Customer Service Representative, you will engage with customers to fully identify needs, respond to inquiries or questions, and offer timely quality solutions to their HVAC Parts & Supply needs.ResponsibilitiesMaintain current knowledge of Trane products, offerings and promotions in order to partner with customers and grow sales.Execute...


  • Jacksonville, Florida, United States eTeam Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our eTeam as a Customer Service Representative. As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and providing exceptional service to our clients.About the RoleThis is a fantastic...


  • Jacksonville, Florida, United States Toyota Material Handling Systems Full time

    About the PositionThis is an exciting opportunity to join our team as an Equipment Service Representative. You will work closely with our customers to understand their needs and provide innovative solutions that drive growth in Parts, Service, and Rental sales.To succeed in this role, you will need to have:Excellent negotiation skillsA strong ability to...


  • Jacksonville, Florida, United States Taymax Group Full time

    About UsCedar Hills Club is a welcoming and non-intimidating environment that provides a high-quality fitness experience to its members. Our team is committed to bringing passion and customer focus to the business.Job DescriptionWe are seeking a Member Services Representative to join our team at Cedar Hills Club. As a Member Services Representative, you will...


  • Jacksonville, Florida, United States Domino's Pizza LLC Full time

    Domino's Pizza is committed to providing a supportive team environment that fosters growth and development. As a Customer Service Representative, you will have the opportunity to work in a fast-paced environment with varying temperatures, exposure to cornmeal dust, and occasional outdoor tasks.Key ResponsibilitiesThe key responsibilities of this role...


  • Jacksonville, Florida, United States Shaner Hotel Group Full time

    We are seeking a highly skilled Hotel Guest Services Representative to join our team at the Holiday Inn in Jacksonville, Florida. This role is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and ensuring a memorable experience for our guests.About Us: Shaner Hotels is one of the leading hospitality...