Financial Services Representative

7 days ago


Malvern, Iowa, United States Randstad Full time

Job Overview


We are seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be the initial point of contact for clients, providing exceptional client service and answering inquiries related to financial products and services.



About the Role:


  • Serve as the primary point of contact for clients, providing personalized service and support.
  • Analyze client needs and provide solutions using standardized procedures.
  • Develop a strong understanding of various investment account types, including IRAs, individual accounts, and trust accounts, as well as retirement account types such as Traditional IRAs and Roth IRAs.
  • Demonstrate excellent communication and problem-solving skills, with the ability to explain complex information in a clear and concise manner.
  • Maintain accurate records of client interactions and updates, utilizing multiple computer screens and resources to navigate and provide timely responses.


Requirements:


  • A high school diploma or equivalent is required; two years of customer service experience and one year of financial experience are preferred.
  • Basic computer skills and proficiency in software applications are essential.
  • The ideal candidate will possess exceptional communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
  • A strong attention to detail, organizational skills, and self-sufficiency are also required.


What We Offer:


  • A competitive salary of $23/hour, with opportunities for growth and advancement within the company.
  • A supportive team environment that encourages collaboration and professional development.
  • A comprehensive training program that equips new hires with the necessary knowledge and skills to succeed in the role.


About Us:

Randstad Staffing is a leading provider of staffing and workforce solutions, offering expertise in various industries including finance, healthcare, IT, and more. Our team is dedicated to delivering exceptional service and supporting our clients' success.



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