Customer Support Specialist

19 hours ago


Royersford, Pennsylvania, United States Randstad Enterprise Full time
About the Role
As a Financial Services Support Associate at Randstad Enterprise, you will play a crucial part in delivering exceptional client service and supporting the financial sector. This dynamic role requires a strong ability to navigate complex financial concepts, leverage technical expertise, and build relationships with valued clients.

Responsibilities
Your key responsibilities will include responding to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism. You will also provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations. A consultative approach is required to position products and services that meet client needs, documenting all interactions thoroughly in case notes.

What We Offer
Randstad Enterprise offers a comprehensive compensation package, including a competitive pay rate of $23/hour, with opportunities for overtime based on business needs. Medical, dental, vision, short-term disability, life insurance, and 401K options are also included. You will receive comprehensive training, with required attendance, and have access to professional development opportunities to remain knowledgeable about financial products and services.

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