Randstad Tax Service Associate in Charlotte, North Carolina

Tax Service Associate


Charlotte, NC Salary:

US$ 19 per hour Date Posted:

Tuesday, October 4, 2016

Job Type:


Reference #:


Questions? 704.972.3770.


Randstad Finance & Accounting

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Tax Service Associate

Fort Mill, SC

3-4 month Contract

Specific responsibilities include:

  • Communicating directly with clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day

  • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries

  • Educate clients on the use of technology to monitor, maintain, and service their operational needs

  • Communicate operational and financial industry policies and procedures

  • Assume ownership of inquiries and see them through to a timely resolution

  • Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors best interest

  • Complete operational tasks including data input

  • Communicate with internal departments to ensure we meet clients expectations for timely service delivery


  • Associates degree required, Bachelors a plus

  • Demonstrated effective use of consultative skills, PC Skills and system knowledge

  • Strong customer focus, excellent communication skills, a strong work ethic, and extremely organized

  • Ability to work with all levels of clients, management and employees

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