Client Relationship Associate

Randstad - Scottsdale, AZ

Full-time

Scottsdale, AZ

Administrative and Support Services

About the position

The Financial Services Call Center Representative is responsible for providing exceptional service to clients by handling inbound calls, addressing inquiries, and assisting with financial product information. This role is crucial in ensuring clients receive accurate information and support regarding their financial needs and services.

Responsibilities

• Respond promptly to inbound calls from clients and provide knowledgeable assistance.
• Address client inquiries regarding financial products, account information, transactions, and policies.
• Educate clients on investment strategies, retirement planning, and other financial topics.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field preferred.
• Prior experience in a financial call center or customer service role is highly desirable.