Are you a detail-oriented and service-oriented individual with a passion for helping clients?
We are seeking dedicated and reliable Financial Processing Specialists to join our team. You will play a vital role in ensuring the smooth and accurate processing of client transactions, contributing to a positive client experience.
In this role, you will:
Process client requests: You will handle a variety of transactions, including checks, withdrawals, and account changes (new accounts, change of ownership, etc.), ensuring accuracy and adherence to all regulations.
Research and resolve complex issues: You will investigate and resolve client inquiries related to brokerage and mutual fund accounts.
Build strong client relationships: You will effectively communicate with clients through outbound calls and written correspondence.
Collaborate with internal partners: You will work closely with colleagues to resolve complex processing issues and ensure timely completion.
Develop a comprehensive understanding of systems: You will gain knowledge of our processing systems, policies, and procedures.
During Training: Flexible Hybrid work schedule
Flexible Hybrid schedule: Monday-Friday, 8:00 AM - 6:00 PM local time. (shift start and end time can vary)
Remote work: Mondays and Fridays.
In-office work: Tuesdays through Thursdays.
Post Training: Flexible Remote work schedule
Flexible Remote work schedule: Monday-Friday, 8:00 AM - 6:00 PM local time. (shift start and end time can vary)
We are looking for someone who:
Has a strong client focus and is skilled at building positive relationships.
* Is comfortable working independently and efficiently in a high-volume environment.
Possesses excellent problem-solving skills and strong time management abilities.
* Is proficient in Microsoft Office and PC applications.
This is a full-time role with a typical work week of 37.5 hours. During peak tax season (December-April), the work week will be 40 hours. Overtime opportunities may be available.
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.
