Customer Service Representative (Level III)

The Client Account Services (CAS) team is looking for a proactive specialist to serve as the operational backbone for our Financial Advisors and Client Associates.

In this role, you will act as a trusted partner, delivering essential investment account maintenance support—from onboarding new accounts and updating existing profiles to seamlessly enrolling clients in new product features. Whether you are providing step-by-step tutorial assistance, troubleshooting complex system errors, or conducting meticulous document reviews, your expertise will directly enable our field advisors to focus on what they do best: building client relationships and growing their practice. If you thrive in a fast-paced environment where precision, problem-solving, and service excellence intersect, we want to hear from you

salary: $20.99 - $21 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

Client Account Services (CAS) primary client is Financial Advisors and Client Associates. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review.

• Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed

• Shift 1: M - F 8:25 am – 4:55 pm

• Shift 2: M - F 9:00 am – 5:30 pm

• Shift 3: M - F 9:30 am – 6:00 pm

• Shift 4: M - F 10:00 am – 6:30 pm

Skills

• Customer Service
• Call Center Support
• Telephone Etiquette
• Active Listening
• Empathy
• Basic Software Skills
• Basic Computer Skills

Qualifications

• Years of experience: 0 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, please contact View email address on randstadusa.com.

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: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.