Customer Service Associate

4 days ago


Chester Springs, Pennsylvania, United States Randstad Enterprise Full time
About the Job

We are seeking a highly skilled Financial Customer Service Representative to join our team at Randstad Enterprise. This role involves providing exceptional customer service and support to valued clients in the financial sector.

The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and problem-solving skills. They should be able to work effectively in a team environment and adapt to changing priorities and deadlines.

Job Description

This role is responsible for responding to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.

The successful candidate will also provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.

Key Responsibilities
  • Client Support: Respond to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.
  • Product Knowledge: Provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.
  • Documentation: Use a consultative approach to position products and services that meet client needs, documenting all interactions thoroughly in case notes.
  • Administrative Tasks: Execute administrative tasks associated with client requests, ensuring follow-up actions are completed accurately and efficiently.


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