Randstad Account Representative in Atlanta, Georgia

Account Representative

job details:

  • location:Atlanta, GA

  • salary:$40,000 - $45,000 per year

  • date posted:Monday, January 21, 2019

  • experience:Entry Level

  • job type:Permanent

  • reference:S_723763

  • questions:cristina.ramos@randstadusa.com404-266-3400

job description

Account Representative

This is the position that you have been waiting for!- Randstad Perimeter has a client in growth mode and looking to bring aboard a rockstar Account Services Associate!- This top notch wealth management company is on a mission to provide a great culture and experience for their team by building a- place that people are excited to come to work in.- Secondly they are looking to change the face of financial planning.

The Account Services Associate is charged with ensuring every client has a superior experience by coordinating all of the administrative activities for the Financial Advisors and clients.

Responsibilities:

Principal responsibilities:

  • Handle proactively Wealth Manager and Advisor's needs related to their

management of client relationships

  • Partner with teammates to ensure service work is handled in a timely manner

  • Help the firm put together new processes and procedures as we continue to build

  • Generate reports and paperwork required for client meetings on a timely basis

  • Be proactive about recommending improvements areas for the firm

  • Assist the firm with special projects

Working hours: 8:00 AM - 5:00 PM

Skills:

Required knowledge/skills/competencies:

  • Ability to deliver an exceptional customer service experience to the client

  • Someone that cares about the work that they do and the team around them

  • Ability to juggle multiple tasks with a variety of deadlines on a daily basis

  • Experience in the financial services industry; experience working with Schwab

processes and forms, a plus

  • Experience with Salesforce and Orion, a plus

  • Exacting attention to detail

Education:

Bachelors

Experience:

Entry Level

Qualifications:

  • BA or BS a must; major in a business discipline is a plus

STEP 1: Apply for the position before calling

STEP 2: Email your resume with a statement of interest stating how many years of relevant experience and software proficiency.

STEP 3: After you email I will send you a link to complete a video interview

cristina.ramos@randstadusa.com

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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.