Menu

Client Services Associate

at Randstad US in Wilmington, Delaware, United States

Job Description

Client Services Associate

job details:

+ location:Wilmington, DE

+ salary:$50,000 – $60,000 per year

+ date posted:Friday, August 27, 2021

+ experience:Experienced

+ job type:Permanent

+ industry:Insurance agent/broker

+ reference:AB_3736225

+ questions:grace.guenzer@randstadusa.com610-358-3101

job description

Client Services Associate

Do you have experience in the broker dealer industry? Are you looking for a new role? This would be a great fit for you. Our client is looking for a qualified, detail oriented candidate for this permanent role. You will be assisting with cleint service requests, onboarding new investment accounts, and prioritizing hands on customer service. The right candidate will come from the broker dealer background, be tech savvy, and have excel experience.

Responsibilities

+ Provide operational client service support to assist a team of financial advisors- Process client requests (wires, checks, journals, etc.)-

+ Process new accounts, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved-

+ Providing excellent telephone coverage including ability to manage priorities; handling urgent calls with professionalism and good judgment-

+ Maintain proper books and records-

+ Provide backup to other support persons

Skills

+ Client Service (2 years of experience is preferred)

+ Broker Dealer (2 years of experience is preferred)

+ Onboarding

Education

+ Bachelors (required)

Qualifications

+ Years of experience: 2 years

+ Experience level:Experienced

Shift: First

Working hours: 8 AM – 4 PM

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, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Copy Link

Job Posting: JC191210512

Posted On: Aug 29, 2021

Updated On: Sep 28, 2021