Call Center Specialist

2 months ago


Scottsdale, United States Randstad Full time
Job DescriptionJob Description

Working as a Randstad Associate answering investors’ questions about different retail account types, making changes to accounts, and helping them to navigate the company website. You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided)


For faster consideration, please email an updated resume to ana.valenzuela@randstadusa.com


Responsibilities:

  • Taking inbound calls to the Change of Ownership Department to assist clients with changes to their accounts after they’ve experienced a life-changing event (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
  • Guiding beneficiaries when inheriting account holder’s assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required
  • Completing administrative tasks when notified of a client’s passing such as placing restrictions to secure the decedent’s information and assets
  • 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

Qualifications:

  • Previous experience in customer service, health insurance, claims, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
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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