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Customer Service Representative

4 months ago

Charlotte, United States Randstad USA Full time

HIRING NOW – FINANCIAL CUSTOMER SERVICE - HYBRID

Our Client, a world-renowned leader in investment management, is seeking motivated talents with Customer Service skills and passion for the financial industry.

Join us and become part of an organization where your talents will be recognized, your potential will be nurtured, and your career will flourish. Make an impact that matters.

Apply now and embark on a journey of growth, fulfillment, and excellence in client relations


Location:

Hybrid in Charlotte, NC

***3 days in office, 2 days remote.


Shift:

Training hours: 8:30AM-5PM local time (Hybrid)

Work hours/Post training hours: 9:30AM-6PM (Remote)


Pay Rate:

$20/hr (increase to $23/hr after 2 months).


What you will be doing:

  • 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).
  • Providing guidance to 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 decedent’s information and assets.
  • Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types.


The right candidate will have:

  • Two years of Customer service and prior insurance or financial experience.
  • Undergraduate degree in Business, Finance, Communications, or equivalent combination of training and experience.
  • Exceptional client-relation, telephone etiquette and communication (oral and written) skills.
  • Empathetic predisposition, ability to navigate difficult and sensitive client situations well, and handle difficult conversations.
  • Ability to work in a fast-paced environment and experience using multiple computer software/systems simultaneously.
  • Ability to work a hybrid schedule.


TO APPLY: Email Resume to: claudia.mendoza@randstadusa.com

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