Investor Service Associate jobs in United States
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Randstad · 1 day ago

Investor Service Associate

Randstad is a global leader in investment management, seeking a mission-driven Investor Service Representative to connect with clients. This role involves serving as the primary point of contact for inquiries related to investment funds and financial products, while utilizing technology to enhance client interactions.

Information TechnologyService IndustrySocial Network
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary point of contact for inbound inquiries, answering questions regarding investment funds, account details, and financial products
Execute monetary and administrative requests with high accuracy
Document client feedback and trends to help our support teams identify opportunities for service enhancements
Utilize omnichannel CRM software and virtual collaboration tools to manage client interactions

Qualification

Investor RelationsAccount ReconciliationClient ServiceCustomer RelationsVirtual Communication Tools

Required

High School education
2 years of experience
The ability to explain complex information in a clear, relatable, and professional manner
Willingness to undergo 25 days of intensive, 100% attendance training to become a subject matter expert
A strong desire to learn and master new software systems and virtual communication tools

Benefits

Medical, dental, vision, short-term disability, and life insurance
401(k) plan
$80 monthly stipend to help offset the cost of high-speed internet

Company

Randstad

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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 Stage

Leadership Team

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Richard Jager
Chief Executive Officer at Randstad Group DACH
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Sander van 't Noordende
CEO
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Company data provided by crunchbase