Finance Associate I

Randstad USA; Newark (DE); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

AD&D

Life insurance

Short-term disability

401K plan

Job summary

Randstad USA in Newark, DE is seeking a client operations specialist to help onboarding new clients and maintain client reference data, with focus on accuracy and timely responses.

You will collaborate with operational partners across the firm, resolve queries, respond to phone and email inquiries, and execute account services including financial transactions while using internal systems and Microsoft Excel/Office Suite.

Qualifications

• No formal outside certifications specified in the posting.

Responsibilities

• Onboard new clients and maintain client reference data.
• Research and resolve queries, issues, and requests related to client portfolios.
• Respond to phone and email inquiries with information on products and services.
• Execute all account services including financial transactions and account maintenance.

Tools

Microsoft Excel

Office Suite

Job description

Ready to work with senior leaders at a Fortune 20 Financial Services firm? Do you have an interest in the financial markets with financial products including: securities, stocks, bonds, mutual funds, or derivatives? This team offers the support that will jumpstart your career. You will be able to ask questions and become a subject matter expert so you can find long-term growth within the firm! Apply today for immediate consideration!

In this role you will work closely with your operational partners throughout the firm to maintain client reference data. Part of your role will focus on onboarding new clients. You will be researching and resolving queries, issues, and requests made to the team regarding your client's portfolio. You will excel by communicating effectively with your business partners and clients. Additional responsibilities include responding to phone and email inquiries, providing information on your products and services, and executing all account services including financial transactions and account maintenance. To work through your portfolio, you will use several internal systems along with Microsoft Excel and Office Suite.

Please note, this team works fully onsite at the office in Newark, DE.

Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).