Call Center Representative
Investment Servicing Specialist create business efficiency by focusing on schedule adherence, active listening skills,
first call resolution, and directing calls to specialty groups when appropriate. By helping clients successfully navigate our website or
mobile platform, you will provide them more access and flexibility to service their accounts.
Additionally, you may be asked to occasionally support off-phone administrative functions such as data entry,
faxing, mail processing, etc. or make outbound phone calls to clients regarding account related service matters
(e.g. paperwork not in good order).
Examples of phone calls you will assist with:
?? Updating account holder information (Address, phone number, email address, etc.)
?? Providing account balances or quotes
?? Assisting clients with reading/requesting statements or tax documents; Adjusting paperless settings for
?? Initiating requests for specialty teams to reach out to the client. For example:
o Completing estate questionnaire for beneficiaries and executors reporting a deceased client.
o Reporting a privacy breach or identity theft
?? Providing clients with alternate numbers when appropriate (e.g. branch phone number,
annuity/insurance company, etc.)
Working hours: 8:00 AM - 9:00 PM
- Excellent verbal and written communication skill
- Ability to manage multiple priorities and computer systems in a fast paced environment; adaptive to
Minimum two years of financial services industry experience with a focus on exceling at client service,
?? Call center experience preferred
?? Bachelor??s degree preferred
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.