client services specialist.

Are you passionate in helping others? Do you strive to make a difference in your field? Randstad is supporting a leading wealth management firm who is looking to grow their Retirement Services team. The hiring manager is looking for customer service professionals who can provide their clients with +1 service.  This opportunity is 100% on-site.  If you or anyone in your network could benefit from this opportunity, please consider applying today! 

salary: $19 - $21 per hour
shift: First
work hours: 8 AM - 5 PM
education: No Degree Required

Responsibilities

• Client Assistance: Provide specialized support and answer complex questions related to retirement accounts and plans, including handling inquiries about IRS rules and regulations.
• Transaction Processing: Process various retirement account transactions such as distributions, Roth conversions, and changes to tax withholding elections.
• Client Loyalty: Inspire trust and loyalty through providing high-quality, personalized solutions that fulfill client needs and retirement goals.
• Problem Solving: Help clients resolve issues, clarify complex topics, and provide education on retirement planning and account management.
• Team Collaboration: Work closely with team members to foster a supportive and collaborative environment, prioritizing team success and client satisfaction.

Skills

Client Service

Financial Services

Communication

Basic Computer Skills

Qualifications

Years of experience: 3 years

Experience level: Experienced

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.