Customer Service Representative (Level III)

Are you passionate about delivering top-tier service to affluent clients and partnering with premier Financial Advisors? As a Wealth Management Client Service Representative, you will be the core hub for incoming inquiries across both banking and investment portfolios.

You will act as a trusted operational resource for high-net-worth individuals—troubleshooting online account access, conducting thorough transaction research, and fulfilling day-to-day account maintenance requests. If you thrive in a fast-paced financial environment where high standards, clear communication, and sharp attention to detail are paramount, we encourage you to apply.

salary: $20.09 - $21 per hour
shift: First
work hours: 9 AM - 5:30 PM
education: High School

Responsibilities

• Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed
  SHIFTS are listed in EST-
  Tues- Sat10:00 am-6:30 pm 
  Tues- Sat10:30 am-7:00 pm 
  Sun-Thurs11:00 am-7:30 pm 
  Sun-Thurs10:30 am-7:00 pm 
  Mon,Tues,Fri,Sat9:00 am-8:00 PM

• Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
• Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
• Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
• Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
• Display passion, commitment and deliver an experience that improves our customers’ financial lives

Skills

• Active Listening
• Telephone Etiquette
• Customer Service
• Customer support
• PowerPoint
• Call Center Support
• Adapting to Change
• Empathy
• Basic Software Skills
• Basic Computer Skills

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, please contact View email address on us.fitly.work.

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.