client care/call center specialist (remote)
Randstad US
Remote
call center
remote
education
training
call center
remote
mobile
apps
microsoft
communication
procedures
existing clients
spreadsheets
February 2, 2023
Randstad US
Los Angeles, California
client care/call center specialist (remote).
+ los angeles , california (remote)
+ posted today
**job details**
summary
+ $20.74 - $25.74 per hour
+ contract
+ associate degree
+ category computer and mathematical occupations
+ reference992891
job details
job summary:
Below are basic technical skills workers need in order to qualify for this role. Please be sure to screen out your candidates and confirm they can process the following functions:
- Mobile phones-how to download apps and remove apps- Apple, google store
- Adequate knowledge of browsers- Edge, Chrome, etc
- How to clear cache and cookies/ browsing history
- Comfort with setting up equipment, monitors, docking station, head set, etc
- Experience with call center telephonic systems a plus
- Basic knowledge of Microsoft Teams/IM- open a chat, share screen, etc
- Microsoft Outlook/Word
**strong written and verbal communication skills a must.
Under direct supervision, uses intermediate skills obtained through experience and training to assist LOB personnel and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
location: Los Angeles, California
job type: Contract
salary: $20.74 - 25.74 per hour
work hours: 8am to 5pm
education: Associates
responsibilities:
+ Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
+ Researches client and security information through the back office system.
+ Processes and follows up on client documentation for proper maintenance of accounts.
+ Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
+ Creates and maintains records and files.
+ Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
+ Maintains databases and creates reports using portfolio software programs.
+ Assists Financial Advisors with marketing efforts including seminars, etc.
+ Receives and processes securities.
+ Receives cross-training and assists with other operational functions as required.
+ Tech support of digital platforms (mobile and online)
+ Performs other duties and responsibilities as assigned.
Skills:
0-3 Years Experience -
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyzing to be able to research account information.
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Use mathematics sufficient to process account and transaction information.
+ Work independently.
+ Provide a high level of customer service.
Education:
+ High School Diploma or equivalent and one (1) or more year's securities industry or related work experience preferred. ~or~ - An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: - None required.
qualifications:
+ Experience level: Experienced
+ Minimum 2 years of experience
+ Education: Associates
skills:
+ Helpdesk (2 years of experience is required)
+ inbound calls
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 available when viewing the job].
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 health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.
+ los angeles , california (remote)
+ posted today
**job details**
summary
+ $20.74 - $25.74 per hour
+ contract
+ associate degree
+ category computer and mathematical occupations
+ reference992891
job details
job summary:
Below are basic technical skills workers need in order to qualify for this role. Please be sure to screen out your candidates and confirm they can process the following functions:
- Mobile phones-how to download apps and remove apps- Apple, google store
- Adequate knowledge of browsers- Edge, Chrome, etc
- How to clear cache and cookies/ browsing history
- Comfort with setting up equipment, monitors, docking station, head set, etc
- Experience with call center telephonic systems a plus
- Basic knowledge of Microsoft Teams/IM- open a chat, share screen, etc
- Microsoft Outlook/Word
**strong written and verbal communication skills a must.
Under direct supervision, uses intermediate skills obtained through experience and training to assist LOB personnel and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
location: Los Angeles, California
job type: Contract
salary: $20.74 - 25.74 per hour
work hours: 8am to 5pm
education: Associates
responsibilities:
+ Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
+ Researches client and security information through the back office system.
+ Processes and follows up on client documentation for proper maintenance of accounts.
+ Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
+ Creates and maintains records and files.
+ Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
+ Maintains databases and creates reports using portfolio software programs.
+ Assists Financial Advisors with marketing efforts including seminars, etc.
+ Receives and processes securities.
+ Receives cross-training and assists with other operational functions as required.
+ Tech support of digital platforms (mobile and online)
+ Performs other duties and responsibilities as assigned.
Skills:
0-3 Years Experience -
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyzing to be able to research account information.
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Use mathematics sufficient to process account and transaction information.
+ Work independently.
+ Provide a high level of customer service.
Education:
+ High School Diploma or equivalent and one (1) or more year's securities industry or related work experience preferred. ~or~ - An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: - None required.
qualifications:
+ Experience level: Experienced
+ Minimum 2 years of experience
+ Education: Associates
skills:
+ Helpdesk (2 years of experience is required)
+ inbound calls
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 available when viewing the job].
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 health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.
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