Investment & Insurance Client Care Specialist

Randstad USA; Scottsdale (AZ); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company in Scottsdale, Arizona is seeking a Customer Service Representative. The role involves responding to inquiries from clients and educating them about products. Ideal candidates will have a high school diploma and at least one year of customer service experience. Strong communication skills and knowledge of financial services are preferred. This position offers opportunities for growth and development within the company.

Qualifications

• 1+ year of experience in customer service or sales.
• Excellent verbal and written communication skills.
• Proficiency with computers and office software.

Responsibilities

• Respond to calls from investment professionals and members.
• Educate customers about tax implications and benefits.
• Follow compliance rules and maintain detailed records.

Skills

Customer service experience

Knowledge of insurance products

Communication skills

Education

High school diploma or equivalent

Undergraduate degree in finance or related field

Job description

A financial services company in Scottsdale, Arizona is seeking a Customer Service Representative. The role involves responding to inquiries from clients and educating them about products. Ideal candidates will have a high school diploma and at least one year of customer service experience. Strong communication skills and knowledge of financial services are preferred. This position offers opportunities for growth and development within the company.