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Financial Service Representative

Randstad Corporate Services Mendota Heights, MN
  • Expired: 22 days ago. Applications are no longer accepted.


The Customer Services Representative at Equiniti is a vital member of our Shareowner Services team, responsible for taking incoming phone inquiries and providing assistance to shareowners in a timely, efficient, and professional manner. The nature of inquiries received range from simple to complex and pertain to assisting shareowners and other callers with account-related service, including instructions and information needed in order to complete various transactions.

Essential Functions/Responsibilities:

  • Responds to phone inquiries in a timely, efficient, and professional manner
  • Provides assistance to shareowners and other callers by acknowledging and answering inquiries, addressing issues, and providing a resolution within established standards. Typical inquiries received include, but are not limited to:
    • Transfer requests and requirements
    • Dividend payments
    • Reinvestments
    • Lost securities
    • Address changes
    • Account consolidation
    • Account information
    • Acquisitions and mergers
    • Tax Inquiries
  • Responds to online inquiries and information requests to complete account transactions · Initiates transactions such as sales and lost securities replacement
  • Performs research during and after calls as needed to resolve problems and inquiries
  • May act as a back-up for inquiries from higher revenue and contractual clients · Documents call notes and ensures key data is accurately captured
  • Follows up on calls when an inquiry is not immediately resolved during the call
  • Escalates calls to next level as appropriate Consistently adheres to call quality standards, productivity standards, adherence standards, and Risk and Compliance requirements
  • Integrates feedback and lessons learned to continually improve customer service
  • Complies with all Company policies, including but not limited to, attendance, attire, and data security

Education Requirements:

  • College degree or equivalent professional work experience in lieu of a degree preferred

Experience Requirements:

  • Excellent communication and telephone skills a must
  • Minimum of one year of High Touch Customer Service required
  • Proficient use of Microsoft Office, with demonstrated capability in Outlook, Word, Excel and typing skills
  • Must be able to effectively read, write and speak English
  • Must be able to; accurately perform basic math calculations including percentages.
  • Strong follow-through
  • Previous Call Center experience preferred but not required
  • Previous experience in the Financial Service Industry preferred but not required

A successful candidate will:

  • Display highly professional behavior
  • Demonstrate critical thinking, problem-solving and analytical skills
  • Be highly reliable in managing attendance and punctuality
  • Demonstrate personal accountability and motivation to succeed, learn and grow
  • Understand the Center’s purpose-to deliver superior customer care
  • Demonstrate excellent Customer service skills
  • Demonstrate the ability to navigate multiple computer screens while on the phones
  • Display strong communication skills both written and verbal
  • Display interest in accepting feedback and coaching for ongoing improvement
  • Be willing to assist with extra projects as time permits and work overtime as needed
  • Promote teamwork and work effectively with others
  • Meet or exceed department objectives for quality, productivity, and behavioral competencies
  • Be passionate and believe in what we do and who we are

Randstad Corporate Services

Why Work Here?

Career development, training and an opportunity for growth all within a professional and engaging team atmosphere!

Randstad North America is a wholly-owned subsidiary of Randstad Holding N.V., a € 23.3 billion global provider of HR services. Through its unique approach of delivering HR innovation with human interaction at the center, Randstad secures and manages a workforce of more than 100,000 people for thousands of clients each week. As a trusted partner in the post-digital world of talent, Randstad advances the careers and business success of our candidates and clients through a combination of the best of high-tech and high-touch processes. Employing over 6,500 recruiting experts through approximately 1,100 offices and client-dedicated locations, Randstad North America provides outsourcing, staffing, consulting and workforce solutions within the areas of engineering, finance and accounting, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration and sales and marketing. Learn more at The Randstad Group is a global leader in the HR services industry and specialized in solutions in the field of flexible work and human resources services. We support people and organizations in realizing their true potential. Our services range from regular temporary Staffing and permanent placements to Inhouse Services, Professionals, and HR Solutions (including Recruitment Process Outsourcing, Managed Services Programs, and outplacement). At year-end 2017, Randstad had 38,331 corporate employees and 4,858 branches and Inhouse locations in 39 countries around the world. In 2017, Randstad generated revenue of € 23.3 billion. Randstad was founded in 1960 and is headquartered in Diemen, the Netherlands. Randstad N.V. is listed on the NYSE Euronext Amsterdam, where options for stocks in Randstad are also traded. For more information, see


Mendota Heights, MN