Randstad Advisor Platform Operations Associate in Phoenix, Arizona

Advisor Platform Operations Associate

job details:

  • location:Phoenix, AZ

  • salary:$17 per hour

  • date posted:Tuesday, March 13, 2018

  • job type:Temp to Perm

  • industry:Finance and Insurance

  • reference:S_623631

  • questions:samantha.kemp@randstadusa.com602-2003910

job description

Randstad is currently seeking individuals for a large financial firm in the central phoenix area. We are searching for dedicated individuals that can help provide operational and trading support for independent fee-based investment advisors. You will be responsible for:

  • Handling all internal data fulfillment requests

  • Manage and prioritize incoming tasks from multiple queues.

  • Provide problem resolution to Registered Investment Advisors in a timely, professional and courteous manner.

  • Internal communication will include the sales and service teams

  • External communication will be working with new or existing clients and vendors.

Working hours: 7:00am-3:30pm Flexible



--Some customer service experience, preferably in the brokerage/financial industry.

--Strong attention to detail

--Basic knowledge of computer desktop and the ability to navigate efficiently through multiple operating platforms.

--CRM experience-basic experience with Salesforce is a plus, but not required.

--Degree preferred

Please email resumes to Samantha.Kemp@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, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.