Job Description
Client Relationship Associate - Retirements or Investments
Vanguard is one of the world's largest investment companies, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture.
What you’ll be doing:
Working as a Randstad Associate answering and assisting investors with questions, monetary transactions, financial products and services. You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided). You will be using virtual technology to develop relationships with clients and understand their unique investment to position the appropriate solutions or actions.
This job is for you if you:
Responsibilities
Core Responsibilities
• Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
• Follows standardized processes to complete monetary and administrative transactions.
• Documents and reports client feedback for process improvement efforts.
• Uses consultative approach to position products and services to clients.
• Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
• Participates in special projects and performs other duties as assigned.
Skills...patrons to relax and choose from a tasteful selection of fresh food and drink while they enjoy the finest in poker action. bestbet Jacksonville... ...upbeat, hardworking, motivated individuals to join our food and beverage management team at bestbet Jacksonville. If you are looking for...
...Development Services, LLC is seeking applicants for an available ABA therapy position working in our North Charleston clinic, local... ..., schools, community environments, and/or the client's home. Therapist schedules are developed based on therapist/client availability and...
...Corporation, one of the world's largest lift truck manufacturers, offers local support on a... ...of delivery truck and keep daily driver's log. Ensure all paperwork, including... ...States. This is not a position for which sponsorship will be provided. Individuals with temporary...
...environment. Operate warehouse equipment such as standup forklifts, powered riding pallet jacks, and reach trucks, Comply with all company policies and local... .... Experience operating Reach Truck, Order Picker, Stand-up Forklift, and/or Walkie Rider preferred....
...Description Job Description Benefits: Bonus based on performance Dental insurance Employee discounts Paid time off Hi, we are looking for a reliable, friendly and professional Dental assistant and dental receptionist. If you are looking to join a great...