salary: $23 - $23.01 per hour
shift: First
work hours: 9:30 AM - 6 PM
education: High School
Responsibilities
- Taking inbound calls to assist clients with changes to their accounts (opening new accounts, transferring assets, updating account information)
- Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the various account types
- Guiding 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 such as placing restrictions to secure information and assets
- Documents and notates client interactions for case notes
- Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
- Develops basic knowledge of funds, products, and services
The essential functions of this role include:
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.