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Client Engagement Specialist
2 months ago
Client Engagement Specialist - Retirement and Investment Services
- Compensation: $23.00 per hour
- Training Schedule: Monday to Friday, 8:30 AM - 5:00 PM (Hybrid model)
- Post-Training Schedule: Monday to Friday, 9:30 AM - 6:00 PM (Remote)
About Randstad: Randstad is a leading provider in the workforce solutions sector, recognized for its commitment to client satisfaction, ethical practices, and a collaborative work environment.
Role Overview:
As a Client Engagement Specialist, you will serve as the primary contact for clients, addressing inquiries related to investments, accounts, and financial services. This role transcends traditional customer service; you will become a knowledgeable resource for clients, equipped with the skills to guide them through their financial journeys.
Key Responsibilities:
- Act as the first point of contact for clients, responding to inquiries regarding investment options and account management.
- Utilize established protocols to execute financial transactions and administrative tasks.
- Document client feedback to contribute to ongoing process enhancements.
- Employ a consultative approach to recommend suitable products and services.
- Gain foundational knowledge of financial products and the broader financial services landscape.
- Engage in special projects and additional responsibilities as required.
Ideal Candidate Profile:
- Excellent communication and relationship-building skills.
- A strong work ethic within a professional and respectful team environment.
- Aptitude for simplifying complex information for client understanding.
- A desire to be part of a dedicated team focused on client success.
- Self-motivated with a commitment to achieving results.
- Adaptable and able to thrive in a dynamic work setting.
- Willingness to expand knowledge in the financial sector.
Additional Information:
- Comprehensive training program provided by Randstad.
- Attendance during training is mandatory.
- Remote work expectations include timely participation in virtual meetings and maintaining a secure workspace.
- Benefits include medical, dental, vision, short-term disability, life insurance, and 401K options.
