Customer Service Representative (Level III)

Are you a customer-focused professional with a passion for supporting financial services teams? We are seeking a dedicated Specialist to join our Client Account Services team as the primary operational partner for Financial Advisors and Client Associates.

In this essential role, you will provide critical investment account maintenance support—guiding advisors through new account setups, maintaining existing accounts, and enrolling clients in enhanced features. From troubleshooting operational errors to providing hands-on tutorial guidance and document review, you will ensure seamless service delivery across our wealth management network.

salary: $20.99 - $21 per hour
shift: First
work hours: 9 AM - 5:30 PM
education: High School

Responsibilities

ONSITE ROLE 

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







SHIFTS are listed in MST-

• Mon–Fri: 7:00 AM – 3:30 PM

• Mon–Fri: 8:00 AM – 4:30 PM

• Mon–Fri: 9:00 AM – 5:30 PM

• Mon–Fri: 9:30 AM – 6:00 PM

• Mon–Fri: 11:30 AM – 8:00 PM

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

• 2+ years of call center experience required

• Ability to multitask and navigate multiple screens efficiently

• Must be able to complete onsite training via Webex

Skills

• Active Listening
• Telephone Etiquette
• Client Service
• Customer Relations
• Basic Computer Skills
• Call Center Support

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.