Client Service Representative

Scottsdale

Wednesday, 27 May 2026

Randstad is supporting a large firm who is seeking consultative customer service professionals to become the ultimate expert on their products and services. In this role, you'll be a trusted consultant for our members, plan sponsors, and partners. You'll master our diverse product suite (past and present), navigate complex financial regulations with ease, and use your expertise to uncover our clients' true needs. If you're a compliance-s[ "\n\t. Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.\n\t. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.\n\t. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.\n\t. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, company's policies, firms, plan documents and state and local laws.\n\t. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.\n\n" ][ "Experience. Experienced 2 years. Education. High School" ]

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