Customer Service Representative - Phones Job at Randstad, Malvern, PA

QUxNMUpoYWJKUGVUbm0wMEY5dFBFNk9JUGc9PQ==
  • Randstad
  • Malvern, PA

Job Description

Join a Leading Financial Services Team!

We're seeking motivated and client-focused individuals to join our team as Client Relationship Associates. If you're passionate about helping others, thrive in a fast-paced environment, and are eager to build a career in the financial services industry, we want to hear from you!

Training and Work Schedule:

  • Start Date: Contractors will begin the Friday before the scheduled Monday start for equipment pickup and New Hire Orientation.
  • Training: 100% attendance is required.
  • Training Hours: Monday - Friday, 8:30 AM - 5:00 PM EST.
  • Hybrid Training: Remote (Monday/Friday), On-site (Tuesday-Thursday).
  • Post-Training: Work Hours: Monday - Friday, 9:30 AM - 6:00 PM EST (Daylight Savings Time).
  • Hybrid Work: Remote (Monday/Friday), On-site (Tuesday-Thursday).
  • 37.5-40 hour work week.
  • 100% attendance required during the training period.
  • Occasional overtime may be available.

About Us:

We are a leading financial services company committed to a client-first philosophy, high ethical standards, and a collaborative, team-oriented culture. As a Client Relationship Associate, you'll play a crucial role in providing exceptional service and building lasting relationships with our valued investors.

What You'll Do:

As a Client Relationship Associate, you'll be the primary point of contact for our clients, providing expert assistance and guidance via phone. You'll:

  • Answer inbound calls and address investor inquiries related to accounts, transactions, and financial products.
  • Become a subject matter expert through comprehensive paid training.
  • Utilize virtual technology to build rapport and understand client needs.
  • Process monetary and administrative transactions accurately and efficiently.
  • Document client feedback and contribute to process improvement initiatives.
  • Position relevant products and services using a consultative approach.
  • Develop a strong understanding of funds, products, and services, and of the overall Financial Services industry.

What We're Looking For:

  • Strong communication and relationship management skills.
  • Aptitude for learning new software technologies.
  • Ability to explain complex information clearly and concisely.
  • Team-oriented mindset with a commitment to helping others.
  • Self-motivation and a drive to succeed.
  • Flexibility and adaptability in a fast-paced environment.
  • Willingness to learn and grow within the financial industry.

Key Responsibilities:

  • Serve as the initial point of contact for client inquiries.
  • Complete monetary and administrative transactions following standardized processes.
  • Position products and services using a consultative approach.
  • Develop knowledge of funds, products, and services.
  • Participate in special projects as assigned.

Compensation and Benefits:

  • Pay Rate: $23/hour.
  • Internet Stipend: $80 per month (subject to client needs and availability).

Work From Home Expectations:

  • Adherence to virtual meeting schedules.
  • Dedicated, private workspace within your home.
  • Internet speed test that meets this assignment's expectation of 1Gbps download speed (100mbps) and at least 30 Mbps upload speed.
  • Data protection.

Job Tags

For contractors, Work from home, Monday to Friday,

Similar Jobs

Direct Response Consulting Services

Freelance Medical Writer Job at Direct Response Consulting Services

 ...Freelance Medical Writer (Alzheimers/Dementia and/or Cancer Expertise | MD or PhD Required) Remote | Contractor | As-Needed Basis Were seeking an experienced freelance writer with a medical or scientific background. Who We Are: We represent organizations... 

Sylvan Learning Center

Test Proctor - Prometric Job at Sylvan Learning Center

 ...Prometric is looking for a highly motivated, reliable individual to proctor exams provided by Prometric corporate. Test Proctors must have successfully completed high school. Qualified workers must be able to multitask in order to get candidates ready for their exams.... 

Alliant Engineering, Inc.

Land Development Practice Lead Job at Alliant Engineering, Inc.

You deserve a job that you feel proud of, where you can channel your knowledge and skills into projects that positively affect communities, and where you design your own path. This is Alliant. Become an employee-owner of a growing engineering and consulting firm where ...

Trinity Health

Lab Assistant Job at Trinity Health

 ...**Description:****Position Purpose:**Greets patients, orders lab work, and collects and processes specimens for analysis by the...  ...dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and... 

Addison Group

Customer Service Representative (remote after training) Job at Addison Group

 ...coordinating and scheduling medical evaluations in a high-volume call center environment. This role requires strong communication skills,...  ...to manage multiple priorities while delivering excellent customer service to both providers and patients. Responsibilities...