Job Description

Job Description

Job Description

Client Relationship Associate - Retirements or Investments

• Pay Rate: 23.00 per hour
• Start Date: 9/27
• Training hours: Monday through Friday 8:30am-5:00pm Hybrid, remote Monday/ Friday, on site Tuesday/Wednesday/Thursday for training and for position. Scottsdale, AZ
• Post training hours: Monday through Friday 9:30am-6:00pm - Remote

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:

• Have strong communication and relationship management skills.
• Like to work hard in a professional environment that stresses respect and teamwork.
• Excel in explaining complex information in ways that are easy to understand.
• Want to be part of a small team that’s motivated by helping others and serving the best interests of Vanguard’s investors.
• Demonstrate self-motivation and an overall drive to succeed.
• Are flexible and thrive in fast-paced work environments.
• Ability to learn and adapt to changing situations easily.
• Willingness to develop knowledge of the finance industry.

salary: $20 - $23 per hour
shift: First
work hours: 8 AM - 6 PM
education: High School

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

• Customer Service (1 year of experience is required)

Qualifications
• Years of experience: 1 year
• Experience level: Experienced

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.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.

Job Tags

Hourly pay, Permanent employment, Temporary work, Work experience placement, Remote job, Flexible hours, Shift work, Monday to Friday,

Similar Jobs