Client Services Advisor

  • location: Atlanta, GA
  • type: Temp to Perm
  • salary: $17 per hour

job description

Client Services Advisor

Are you... detail oriented, experiened in account managements, experienced in providing great customer service and familiar with working with finances? If you said YES to the follow question this is the opportunity for you! This position is responsible for providing world class customer service to brokers and dealers. This individual will work on the customer service line while also providing admin support to IRA, custodial and transfer agent accounts. 

Responsibilities

  • Provide exceptional customer service to internal and external clients, including phone, e-mail and fax support
  • Provide online account access support, including set up and maintenance (both broker and customer)
  • Monitor and review in-transit security registration updates, including follow up with each transfer agent, if necessary. 
  • Assist the leadership team with special projects which include: onboarding new accounts and business lines, working with vendors on system enhancements to accommodate new opportunities
  • Generate and distribute ACD incoming and outgoing activity reports, maintain ACD line opening and closing and manage the ACD greetings 
  • Mail bond call notices, debt coupons and monthly statements to holders after ensuring accuracy 
  • Account maintenance: change of address, rep changes, beneficiary form updates
  • Review and approve wire transfers within SunTrust and PNC banking platforms
  • Support the year-end tax reporting review and preparation processes 


Skills
  • Verbal Communication (5 years of experience is required)
  • Microsoft Office (5 years of experience is required)
  • Knowledge of IRA
  • Knowledge of IRS tax forms
  • Experience with Advantage
  • Customer Service (5 years of experience is required)
  • Supporting customers (5 years of experience is required)
  • Detail oriented
  • Providing Online Support (2 years of experience is required)
  • Account Maintenance (3 years of experience is required)
  • Setting Up Customer Accounts (3 years of experience is required)
Education
  • Bachelors (required)
Qualifications
  • Years of experience: 3 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 5 PM

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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

get jobs in your inbox.

sign up
{{returnMsg}}

related jobs

    Client Services Advisor

  • location: Atlanta, GA
  • job type: Temp to Perm
  • salary: $18 - $20 per hour
  • date posted: 10/13/2020