In this role, you’ll handle service-related phone calls, process client paperwork, and ensure seamless asset transfers for our branch offices. You’ll work closely with internal teams and external firms, making strong communication skills, financial services knowledge, and problem-solving abilities essential for success.
If you're eager to learn, thrive in a fast-paced environment, and want to grow in the financial services industry, we encourage you to apply today!
salary: $21.33 - $21.34 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School
Responsibilities
- Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms.
- Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system.
- Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing.
- Also have the ability field phone calls from contra firm.
- They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus.
- strong customer service skills required and the ability to handle a high volume of service-related phone calls.
- Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments.
- Having excellent verbal and written communication skills assists the candidate with their success.
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.
