Client Services Representative

17 hours ago


Baltimore, Maryland, United States Randstad Full time
Job Title: Client Services Specialist

Randstad is seeking a skilled Client Services Specialist to join our team in Baltimore. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.

Responsibilities:
  • Serve as the primary point of contact for clients, handling inquiries and resolving issues in a timely and professional manner.
  • Assist Wealth Managers with account administration, including opening, updating, and maintaining client accounts and processing transactions.
  • Prepare and coordinate client reports, performance summaries, and communications to ensure accuracy and timeliness.
  • Manage client meeting logistics, schedule appointments, and support Wealth Managers with meeting preparations and follow-up actions.
  • Ensure compliance with regulatory standards by maintaining accurate client records, processing paperwork, and supporting documentation efforts.
Requirements:
  • 2+ years of experience in financial services, wealth management, or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office and other relevant software applications.
What We Offer:
  • A competitive salary range of $57,000 - $70,000 per year.
  • A comprehensive benefits package, including health insurance, paid time off, and a 401(k) matching program.
  • Opportunities for professional growth and development.

Randstad is an equal opportunity employer and welcomes applications from diverse candidates. If you require a reasonable accommodation to make your application or interview experience a great one, please contact us.



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