Position Scope As the first point of contact, you will manage day-to-day inquiries and collaborate across departments to resolve issues timely. You will play a key role in identifying client trends, sharing insights with peers to improve departmental processes, and teaching clients how to leverage internal technology platforms to reduce manual intervention.
Requirements & Qualifications
- Education: Undergraduate degree (BA/BS) or equivalent.
- Experience: At least one year of finance experience is required.
- Technical Skills: Comprehensive working knowledge of Microsoft Office Products and the ability to adapt to new internal systems.
- Core Competencies: Excellent analytical and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to develop in-depth knowledge of core service delivery functions (e.g., AP Services).
- Effective verbal and written communication skills.
salary: $22 - $24 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
- Inquiry Management: Review and proactively respond to client and internal inquiries daily; provide filtering and escalation to Senior CSRs as necessary.
- Issue Resolution: Work effectively with internal departments to support client requests, deliverables, and complex issue resolution.
- Client Engagement: Meet with client contacts regularly to review pending items; prepare meeting agendas, minutes, and coordinate follow-ups.
- Trend Analysis: Analyze inquiry trends to determine if client training or automation is required to improve efficiency.
- Reporting: Execute reviews of internal reporting and reconciliations for assigned relationships, escalating any risks to client service levels.
- Platform Mastery: Stay abreast of and utilize internal technology solutions to manage and escalate inquiries effectively.
- Client Training: Coordinate regular demos and training sessions to teach clients how to use our platforms to reduce manual intervention.
- Product Enhancements: Work with Supervisors to communicate new product features and enhancements to the client base.
- Data Security: Identify opportunities to reduce the transmission of sensitive information and ensure strict attention to detail in all correspondence.
- Policy Compliance: Adhere to all firm policies, best practices, and risk-control standards.
- Internal Collaboration: Participate in internal networking events, townhalls, and firm-wide communications to stay aligned with organizational activities.
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: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
