Financial Services Agent

7 days ago


Malvern, Pennsylvania, United States Randstad Full time
About the Role

Randstad is seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and ensuring the accuracy and completeness of client transactions.

Key Responsibilities
  • Process client transaction requests and review transactions for accuracy, completeness, and adherence to all internal and external regulations.
  • Partner with colleagues to resolve complex processing issues and ensure timely completion.
  • Develop a working knowledge of processing systems, group policies, and procedures.
  • Communicate with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
Requirements
  • 3 years of experience in customer service or a related field.
  • Excellent communication and relationship management skills.
  • Ability to explain complex information in a clear and concise manner.
  • Self-motivation and a drive to succeed in a fast-paced environment.
What We Offer
  • A comprehensive benefits package, including health insurance and a 401K contribution.
  • An incentive and recognition program to reward your hard work and dedication.
  • The opportunity to work with a world leader in matching great people with great companies.


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