Randstad · 1 day ago
Financial Services Associate
Randstad is seeking a mission-driven Financial Services Associate to join their Grand Heights team. In this role, you will provide expert guidance on financial products and contract provisions while serving as the primary point of contact for customers, brokers, and agents.
Information TechnologyService IndustrySocial Network
Responsibilities
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
Qualification
Required
High school diploma or equivalent
3+ years of professional experience
Proven ability to navigate multiple computer systems (PC/CRT) simultaneously
Preferred
Experience within the insurance or financial services industry (specifically with annuities or mutual funds)
Benefits
Robust 401(k) matching
Medical/dental/vision coverage
Generous paid time off
Company
Randstad
Randstad is the world’s largest talent company and a partner of choice to clients.
H1B Sponsorship
Randstad has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (754)
2022 (776)
2021 (1143)
2020 (1749)
Funding
Current Stage
Late StageLeadership Team
Recent News
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