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client onboarding specialist

randstad

Tempe, Arizona, 85281

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Salary:

$19 - $20 Hour

Job type:

Monday to Friday

Job Schedule:

Day shift
10 hour shift

Job benefits:

Health insurance
Paid time off
Employee discount
Dental insurance
Vision insurance
401(k)
401(k) matching
Flexible schedule
Parental Leave
Tuition reimbursement
Flexible spending account
Retirement plan
Others

Description:

Working as a Randstad Associate and working for one of the world's largest Financial Institutions in the world, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture. You will be answering and assisting investors with questions, monetary transactions, financial products, and services. In the Onboarding Journey, delivering a simple, trustworthy, and satisfying experience for all clients is our purpose. As a Client Representative, you’ll be an advocate for our clients and the voice of our organization. You’ll be part of a team that prides itself on building trust and delivering exemplary service and support to like-minded investors who have chosen to invest by opening an account and transferring assets. If you are passionate about serving others, and leading with a growth mindset, empathy, determination, and learning agility, join our team to change the way the world invests.

Responsibilities

Responsibilities

Partner with our clients via phone to assist them with a wide range of inquiries including opening an account and transferring assets.
Adopt and implement standard work to meet client needs and position the best path of completing the money movement process.
Leverage NWoW tools to document and take action on client and team feedback in support of process and service improvements
Develop and maintain proficient knowledge of transfer-related items (necessary documentation, fees, etc.).
What it takes

Exceptional client service, communication, problem-solving, and learning agility skills
Intellectual curiosity and broad understanding of business and financial acumen
Demonstrate grit and determination in problem-solving and interest in process improvement within the business to accomplish goals
Proven ability to excel in explaining complex information in ways that are easy to understand
Thrives in fast-paced work environments that can be ambiguous and require flexibility


The essential functions of this role include:
working in a smoke free environment

Skills
Basic Computer Skills
Customer support
Banking
Financial Services
Basic Software Skills
Telephone Etiquette
Active Listening
Typing Skills
Opening Accounts
Empathy

Qualifications
Years of experience: 2 years
Experience level: Experienced

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.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one,
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

Skill:

Basic Computer Skills
Customer support
Banking
Financial Services
Basic Software Skills
Telephone Etiquette
Active Listening
Typing Skills
Opening Accounts
Empathy

Others Requirements:

2 years

Category:

Health care

Positions:

On going position

Location:

General Location, within a limited area