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    Client Relationship Associate - Charlotte, United States - Randstad USA

    Randstad USA
    Randstad USA Charlotte, United States

    3 weeks ago

    Randstad USA background
    Accounting / Finance
    Description

    7/8 start date:

    Additional Details:

    • 17 week training
    • 100% attendance for training policy
    • Hours during training - 8:30am-5:00pm local time Monday through Friday
    • Work hours: 9:30am-6pm local time (shift will be assigned based on business need)
    • (37.5 hr work week during the slow season. 40 hr work week during tax season)
    • Ability to work remote is based upon ability to work independently successfully without errors
    • Tax season January - April. No requested time off last 2 weeks of tax season or week after
    • 100% attendance required for all training
    • Occasional overtime available based on business needs
    • Pay Rate: $20/hr and after 2 months pay rate increases to $23/hr

    What you'll be doing:

    Working as a Randstad Associate answering investors' questions about different account types, making changes to accounts, and helping them to navigate the website. You'll be much more than a customer service professional. You'll be a technical subject matter expert (paid training provided). You will be using virtual technology to connect with clients and understand their unique circumstances to position the appropriate solutions or actions. In the Change of Ownership Department, you will be able to provide clients with a seamless transition process when their life events require them to make changes to their accounts (loss of a loved one, making a gift).

    This job is for you if you:

    • Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client's needs
    • Have an empathetic predisposition and can navigate difficult and sensitive client situations well
    • Have strong verbal/written communication skills to relay complexed information that can easily be understood as well as documenting clear and detailed case notes
    • Have an attention for detail, thoroughness, and consistency in the work produced and upholding to high standards
    • Are a fast learner, can multi-task and have a passion for continuous learning to become a subject-matter expert to provide a world-class service
    • Demonstrate self-sufficiency by using resources to find solutions for clients and accomplishing their request effectively while maintaining efficiency to meet department metrics
    • Have strong organization skills to be able to prioritize client requests and can adapt in a fast-paced and changing work environment
    • Are open to working with Randstad as an agency

    Core Responsibilities:

    • Taking inbound calls to the Change of Ownership Department to assist clients with changes to their accounts after they've experienced a life-changing event (opening new accounts, transferring assets, updating account information)
    • Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
    • Providing guidance to beneficiaries when inheriting account holder's assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required
    • Completing administrative tasks when notified of a client's passing such as placing restrictions to secure decedent's information and assets
    • Documents and notates clear and detail client interactions for case notes
    • Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
    • Develops basic knowledge of funds, products, and services, and of the overall Financial Services industry
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