Job Description
Financial Customer Service Associate
scottsdale, arizona
$20 – $23 per hour
temporary
high school
shift: First
work hours: 8 AM – 5 PM
category business and financial operations occupations
reference AB_4278751
Job details
Our client located in the Scottsdale, AZ area is currently seeking numerous Customer Service Associates to join their team!
This is a long term temporary opportunity with potential for extensions or permanent employment in the future based on performance and business needs. The ideal candidate has previous experience in a call center environment and is comfortable handling sensitive information while displaying a positive and empathetic attitude.
Pay rate: $20.00 per hour, increased to $23 per hour after month 2
Location: Hybrid/ Scottsdale, AZ. Schedule: 100% attendance is required during training period of 6+ weeks Schedule during training 8:30-5:00 Monday-Friday (Hybrid schedule- Mon/Friday remote and Tues-Thurs in office. After training: Remote Monday-Friday: 8:00am- 5:00pm
**Benefits available through Randstad during your temporary period.
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
Skills
- Financial Services (1 year of experience is required)
- Financial Statements
- Customer Service (1 year of experience is required)
- Call Center
Qualifications
- Years of experience: 2 years
- Experience level: Entry Level