Financial Services Associate
shift: First
work hours: 8:30 AM - 5 PM
education: High School Responsibilities What You’ll Do
- Serve as the primary point of contact for customers, brokers, and agents, resolving inquiries via phone and written correspondence with empathy and precision.
- Accurately process monetary transactions and policy adjustments within assigned limits
- Identify and research routine errors, implementing corrective processing to maintain the accuracy of our records and reports.
- Stay current on federal and state regulations, as well as evolving company product provisions
- High school diploma or equivalent
- 3+ years of professional experience
- Proven ability to navigate multiple computer systems (PC/CRT) simultaneously
- Experience within the insurance or financial services industry (specifically with annuities or mutual funds) - Preferred
- Hybrid Flexibility: A balanced work model requiring only two days per week in our Grand Heights office.
- Schedule: Monday to Friday, 8:30 AM - 5:00 PM
- Pay: $19/hr
- Robust 401(k) matching, medical/dental/vision coverage, and generous paid time off.
- Licensing
- Insurance
- Financial Services
- Customer Service
- Years of experience: 1 year
- Experience level: Experienced
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 [email protected]. 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.
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