Experience Inc. Jobs

account processor.

• st paul , minnesota

• posted august 14, 2024

job details

summary

• $23.57 - $23.58 per hour

• temporary

• bachelor degree

• category business and financial operations occupations

• referenceAB_4588085

job details

Are you a detail-oriented professional with a passion for organization and customer service? Join our Wealth Management client where you'll play a crucial role in maintaining the accuracy and integrity of our customer accounts and Unclaimed Property records. What We're Looking For:

• Analytical skills with the ability to research and compare data across various platforms

• Excellent organizational skills and attention to detail

• A customer-focused mindset with the ability to resolve inquiries and problems effectively

• Prior experience in a financial services environment is a plus

salary: $23.57 - $23.58 per hour

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

• Performs a variety of document processing and record keeping tasks associated with customer accounts and Unclaimed Property that require a thorough knowledge of products and services in the Wealth Management area.

• Duties may include researching existing customer data and comparing client data between various systems and applications and some level of data analysis.

• Also may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support.

• Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.

Skills

• Customer inquiry

• Data Processor

• Account Management

• Financial Services

• Wealth Management

Qualifications

• Years of experience: 2 years

• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

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 HRsupport@randstadusa.com.

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).

This posting is open for thirty (30) days.

get in touch

we are here to help you with your questions.

NW

noah williams

• noah.williams@randstadusa.com