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Financial Services Associate

2 months ago

Malvern, Pennsylvania, United States Randstad Full time
Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Call Center Representative in the Financial Services industry. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Take inbound calls to assist clients with changes to their accounts after experiencing a life-changing event
  • Familiarize yourself with different investment account types and basic rules and regulations governing these accounts
  • Provide guidance to beneficiaries when inheriting Vanguard account holder's assets
  • Complete administrative tasks when notified of a client's passing
  • Document and note client interactions for case notes
  • Navigate multiple computer screens, resources, and software to provide accurate responses to client inquiries
Requirements
  • 2 years of experience in a customer-facing role
  • Strong communication and relationship management skills
  • Ability to explain complex information in a clear and concise manner
  • Flexibility and ability to thrive in a fast-paced work environment
What We Offer

As a Randstad employee, you will have access to a comprehensive benefits package, including health insurance, an incentive and recognition program, and 401K contribution. We are an equal opportunity employer and welcome applicants from diverse backgrounds.