In this role, you will handle inquiries from branch offices, manage workflow queues, and ensure compliance with investment advisory program requirements.communication skills, problem-solving abilities, and the capacity to quickly learn new systems are key to success.
If you're passionate about delivering exceptional support and want to be part of a dynamic team, apply today!
salary: $22.28 - $22.29 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School
Responsibilities
- Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.
- Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or internal customers and clients.
- May provide advice and assist with training for less experienced team members.
- Responds to email inquiries received from the Branch Office regarding the documents, enrollment, and termination of Managed Product accounts.
- Handles various reporting and workflow queues related to Managed Accounts.
- Resolves inquiries via email from Branch Offices regarding required documentation in the Investment Advisory Program.
- Maintain an awareness of Investment Advisory Program changes, enhancements, and requirements regarding documentation.
- Provide real time feedback from branch offices leading to strategic innovationOther duties as assigned
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.
