Retirement Specialist

2 months ago

Charlotte, United States Randstad Full time
Job DescriptionJob Description

Working as a Randstad Associate for one of the world's largest Financial Institutions, known for its client-first focus, collaborative, and team-oriented culture. You will answer and assist investors with questions, monetary transactions, financial products, and services. As a Client Representative, you’ll be an advocate for our clients and part of a team that prides itself on building trust and delivering exemplary service and support. If you are passionate about serving others and leading with a growth mindset, empathy, determination, and learning agility, join our team to change the way the world invests. Join our company and elevate your career with learning opportunities and growth.

PAY RATE: $23/hr

SHIFT: Training: 4 weeks, 100% attendance required - Training Schedule: M-F 8:30 am-5:00 pm local; Hybrid, 40/hr /week in tax season occasional OT - Work hours: 9:30 am-6 pm local time (shift will be assigned based on business need)

(37.5-hour work week during the slow season. 40 hr work week during tax season)


Education: High School or GED

Responsibilities

  • Serves as the initial point of contact for clients. Follows standardized procedures to meet client needs. May conduct research for complex requests. (opening new accounts, transferring assets, updating account information)
  • Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
  • Familiarity with different Retirement account types (Traditional IRA, Roth IRA, etc) and ability to understand basic rules and regulations governing different account types.
  • Documents and notates clear and detailed client interactions for case notes
  • Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
  • Develops basic knowledge of funds, products, and services, and of the overall Financial Services industry

What it takes

  • Exceptional client service, communication, problem-solving, and learning agility skills
  • Intellectual curiosity and broad understanding of business and financial acumen
  • Demonstrate grit and determination in problem-solving and interest in process improvement within the business to accomplish goals
  • Proven ability to excel in explaining complex information in ways that are easy to understand
  • Thrives in fast-paced work environments that can be ambiguous and require flexibility

This job is for you if you:

  • Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs
  • Have an empathetic predisposition and can navigate difficult and sensitive client situations well
  • Have strong verbal/written communication skills to relay complex information that can easily be understood as well as documenting clear and detailed case notes
  • Have attention to detail, thoroughness, and consistency in the work produced and upholding high standards
  • Are a fast learner, can multi-task, and have a passion for continuous learning to become a subject-matter expert to provide a world-class service
  • Demonstrate self-sufficiency by using resources to find solutions for clients and accomplishing their requests effectively while maintaining efficiency to meet department metrics
  • Have strong organization skills to be able to prioritize client requests and can adapt to a fast-paced and changing work environment

Qualifications

Skills

  • Basic Computer Skills
  • Customer support
  • Trust Accounts
  • Knowledge of Finance
  • IRA'S
  • Financial Services
  • Basic Software Skills
  • Telephone Etiquette
  • Active Listening
  • Typing Skills
  • Opening Accounts
  • Empathy

Experience

  • Experienced
  • 2 year(s)

For certain assignments, COVID-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Company DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

We can’t wait to tell you all about itCompany DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing. \r
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We can’t wait to tell you all about it

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