Key Responsibilities:
- Account Management: Enter new account information, update existing accounts, and record transactions with attention to accuracy and compliance.
- Client Support: Handle inbound calls from financial advisors and associates, responding to inquiries and resolving issues related to customer accounts.
- Document Processing: Receive, classify, consolidate, and summarize documents related to customer accounts, providing clear and thorough administrative support.
- Report Preparation: Complete and maintain reports, ensuring that account information is accurate and up-to-date.
salary: $26.98 - $26.99 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors
Responsibilities
- Takes inbound calls from financial advisors and associates and performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the Account Services area.
- Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support.
- Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.
- Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
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.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
