- Starting Pay: $20 per hour (pay increase to $23 per hour after 2 months)
- Training Schedule: Mon-Fri from 8:30am - 5pm (approx 20-24 weeks)
- POST Training: Mon-Fri from 9:30am-6pm
- Work From Home on Mondays and Fridays, Tuesday thru Thursday in office
salary: $19.99 - $20 per hour
shift: First
work hours: 8:30 AM - 6:30 PM
education: Associate
Responsibilities
- Take inbound calls to assist clients with changes to their accounts after they’ve experienced a life-changing event (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 different account types
- Provide guidance to beneficiaries when inheriting account holder’s assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required
- Complete administrative tasks when notified of a client’s passing such as placing restrictions to secure decedent’s information and assets
- Document and notate clear and detail client interactions for case notes
- Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs
- Are empathetic and can navigate difficult and sensitive client situations well
- Have strong verbal/written communication skills to relay complex information that can easily be understood
- Are a fast leaner and can multi-task
- High School Diploma
- 2+ year customer service/insurance related experience
- Wired Internet - requires an internet speed test that meets 1Gbps download speed (1000mbps) and at least 30 Mbps upload speed
- Great Problem Resolution and Time Management skills
- Tech-Savvy
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).
Applications accepted on ongoing basis until filled.