Financial Services Representative
3 weeks ago
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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