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Customer Service

Company: Randstad
Location: Forest Hill
Posted on: December 7, 2017

Job Description:

Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Client Service Associate. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.

Essential Duties and Responsibilities (Additional duties may be assigned):

Correspond with clients to complete new accounts, asset transfers, and other forms
Handle routine matters for client accounts, establishing new accounts, account transfers, processing name and address changes, bank authorizations, beneficiary updates
Meeting with clients to review and sign account service documents
Answering client requests via telephone, email and face to face
Research and resolve client service problems as needed
Interact with financial companies via telephone and email
Maintain Client Relationship Management software
Ensure office procedures are followed
Record all transactions on appropriate logs
Preform general administration and support functions for the office as required
Preform other duties and projects as assigned
Work closely with advisors and planners to implement client specific goals

Working hours: M-F 8-5

Skills:
Background and experience in the financial services industry; knowledge of key financial management concepts, 1 year minimum, required
Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner
Ability to investigate, research and resolve problems or concerns
Ability to maintain confidentiality
Ability to make rule-based and analytical decisions
Ability to organize, prioritize and handle multiple tasks
Ability to pay close attention to detail, work under pressure and meet deadlines
Ability to take complete and accurate notes
Ability to operate various office equipment including personal computer, copier, etc.
Ability to learn in-house financial industry specific software and tools
Skill in utilizing various software packages such as Microsoft Office & Outlook
Excellent communication (oral and written), interpersonal, organizational, and presentation skills
Dedicated to develop a career in the financial services industry with the potential for advancement within the company

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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Keywords: Randstad, Baltimore, Customer Service, Hospitality & Tourism, Forest Hill, Maryland

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