Client Services Representative
17 hours ago
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.
- 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.
- 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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