Client Services Representative
2 days ago
Randstad is partnering with a leading wealth management company to find a skilled Client Services Representative to support their team in El Paso. The ideal candidate is passionate about helping individuals plan and achieve their retirement goals and possesses a problem-solving mindset with a focus on educating clients.
Key Responsibilities:- Provide exceptional client support during tax season, answering inbound calls and addressing questions regarding IRA accounts.
- Assist clients with processing distributions, Roth conversions, and changes to tax withholding elections.
- Handle 25-35 calls per day, with each call lasting between 5-15 minutes, depending on the complexity of the client's questions.
- Maintain 85% schedule adherence.
- Keep wrap-up time under 15% of total call time.
- Provide clear, concise information to help clients understand retirement products, services, and IRS regulations.
- 3 years of experience in a related field.
- Excellent communication and problem-solving skills.
- Basic computer skills and proficiency in Excel.
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
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