Financial Services Representative

3 weeks ago


Fountain Hills, Arizona, United States Randstad Enterprise Full time
Job Description

We are seeking an experienced Financial Services Representative to join our team at Randstad Enterprise. As a key member of our team, you will play a vital role in providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Customer Service: Respond to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.
  • Product Guidance: Provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.
  • Consultative Approach: Use a consultative approach to position products and services that meet client needs, documenting all interactions thoroughly in case notes.
  • Administrative Tasks: Execute administrative tasks associated with client requests, ensuring follow-up actions are completed accurately and efficiently.

Work Environment & Requirements:

  • Hybrid Work Model: Blend of remote (Mondays and Fridays) and onsite work in Scottsdale, AZ (Tuesdays through Thursdays). Full participation is expected in virtual and in-person meetings.
  • Training Commitment: Comprehensive training provided, with required attendance. Training hours are Monday through Friday, 8:30 AM to 5:00 PM.
  • Technology Setup: A secure, private workspace at home and a reliable internet connection (100 Mbps download/30 Mbps upload minimum) are mandatory.

Qualifications:

  • Experience: At least 1 year of call center experience.
  • Skill Set: Strong aptitude for learning new software systems and a passion for continuous improvement. Proven ability to adapt to change and remain flexible in a dynamic work environment.
  • Educational Background: Basic familiarity with financial concepts and a willingness to gain in-depth industry knowledge.

Compensation & Benefits:

  • Salary: $23/hour, with opportunities for overtime based on business needs.
  • Benefits Package: Medical, dental, vision, short-term disability, life insurance, and 401K options.
  • Professional Growth: Training and mentorship to become a subject matter expert in the financial services industry.


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