Client Service Rep

  • location: Valley Forge, PA
  • type: Temp to Perm
  • salary: $18 per hour
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job description

Client Service Rep

Our client has a Retirement Plan Associate contract role available in Malvern, PA. Work on assignment for the largest financial services firm in the area!

To develop knowledge of retirement plan products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to respond accurately and thoroughly to client inquiries.

Working hours: 8:30 AM - 6:00 PM

Develops basic knowledge of retirement funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self study.
Provides high quality client service by responding to participant phone inquiries and providing account and plan information from various information systems.
Providing fund and investment performance information to participants by phone.


Entry Level

Bachelor degree or equivalent combination of training preferred. High school diploma or GED required.
Minimum one year general experience. Prior customer service experience
Ability to relate, empathize and quickly build rapport with participants.
Effective listening and proving skills to identify cures, understand needs and provide relevant solutions.
Interest in the financial services industry and a desire to help participants reach their financial goals through the highest standards of ethics and integrity.
Working knowledge of computer and related software applications.
Excellent verbal/written communication skills.
Demonstrated sound judgment and analytical skills.
Team Player

We have both long term, and short term opportunities available. Long term opportunities have the potential to convert to permanent employment. Whether you are seeking temporary employment, or a possible career in financial services, please apply. Due to the pandemic, this role will start from home, and eventually be located in Malvern, PA. Convenient free shuttles from major transportation hubs provided for train/bus commuters.

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.
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