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Customer Service Representative (Financial Services)

Randstad Scottsdale, AZ
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Our client, one of the world's largest investment companies, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture is currently seeking Customer Service Representatives for their Malvern, PA location.

TO APPLY: In addition to applying via ZipRecruiter, please forward your updated resume to Michelle Bryan at michelle.bryan@randstadusa.com. Please include JOB TITLE and LOCATION in the subject line of your email.

WORK SCHEDULE:

  • Monday to Friday 9:30am - 6:00pm
  • Training hours are: Monday to Friday 8:30am - 5:00pm

PAY RATE: $35,000 - $40,000 annually

RESPONSIBILITIES:

  • Develops basic knowledge of client's funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self study.
  • Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems.
  • Providing fund and investment performance information to participants by phone.
  • Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.
  • Identifying routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem using current workflow procedures.
  • Initiating transactions for participants including loans and withdrawals.
  • Working with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies
  • Providing industry knowledge to fund performance and retirement investing.

QUALIFICATIONS:

  • Bachelor degree or equivalent combination of training preferred. High school diploma or GED required.
  • Minimum one year general experience. Prior customer service experience, preferably in financial services is preferred.
  • Ability to relate, empathize and quickly build rapport with participants.
  • Effective listening and proving skills to identify cures, understand needs and provide relevant solutions.
  • Interest in the financial services industry and a desire to help participants reach their financial goals through the highest standards of ethics and integrity.
  • Working knowledge of computer and related software applications.
  • Excellent verbal/written communication skills.
  • Demonstrated sound judgment and analytical skills.
  • Ability to multitask in a highly visible, fast-paced, team-oriented environment.
  • Ability to work effectively with others as a member of a team.

 

To Apply: In addition to applying via ZipRecruiter, please forward your updated resume to Michelle Bryan at michelle.bryan@randstadusa.com. Please include JOB TITLE and LOCATION in the subject line of your email.

Company Description
Randstad is the #1 staffing agency in the world. We partner with well respected organizations and Fortune 500 companies across the US.
APPLY TODAY to learn how we can get YOU in front of the hiring manager!

Our business is matching smart people with great jobs, from the executive office to the manufacturing floor. We use innovative technologies and a passion for people to provide you with the best experience possible.

Randstad

Why Work Here?

Randstad is the #1 staffing agency in the world. Partner with us today and learn how we can get YOU in front of the hiring manager!

Randstad is the #1 staffing agency in the world. We partner with well respected organizations and Fortune 500 companies across the US. APPLY TODAY to learn how we can get YOU in front of the hiring manager! Our business is matching smart people with great jobs, from the executive office to the manufacturing floor. We use innovative technologies and a passion for people to provide you with the best experience possible.

Address

1300 Brennan Boulevard
Scottsdale, AZ
85260 USA