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:
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.
Additional Details:
● 25 day training provided by Vanguard University and the CSO Support Team 100% attendance is expected
● Hours during training - 8:30am-5:00pm (Monday through Friday). The training period will be a hybrid work model, Monday/Friday will be remote while Tuesday-Thursday will be on site.
● Work hours 9:30am-6:00pm (During daylight savings time) The schedule will be a remote work model, (37.5-40 hour work week) (Monday through Friday)
● 100% attendance required during the training period
● Occasional overtime available based on business needs
● Pay Rate: $23/hr.
● This role requires an internet speed test that meets this assignment's expectation of 1Gbps download speed (100mbps) and at least 30 Mbps upload speed. You will be receiving an $80 per month internet stipend to help offset this cost. The monthly amount for this stipend and/or continuation of receiving the stipend is based on client needs/availability.
● Randstad offers medical, dental, vision, short term disability, life insurance and 401K (see attached benefits brochure).
● Work from home expectations:
o Adherence : Virtually attending all huddles and meetings on time.
o Data protection: Not working in a public area; create a dedicated, private workspace within your home.
...touch through the delivery of high-quality care and exceptional service. As a leading provider in the long-term care industry, we... ...managers or designees and assists in filling requests for centers staffing needs. Prioritize requests based on urgency. Take messages and...
...lives of people all over the world and fuel the progress of humankind. Corteva Agriscience has an exciting opportunity for an Electrician to join our team at our Woodhull, Illinois location What You Will Do: Ensure operation of company equipment including...
Call Center Representative - El Paso Dentistry 4 Kids (Dyer)** Competitive Hourly Rate Plus Monthly Bonus Potential of up to $200 **~Are... ...communicate in a professional setting?~Are you looking for a work from home position? We have the job for you. El Paso...
...position with a hybrid work schedule (4 days a week onsite, 1 day remote). The hourly compensation for this role is $22-24/hour... ...receipt to shipment. Responsibilities: Serve as Primary contact for retailer accounts and Sales Managers in all communications....
...Position: Background Investigator Location: Phoenix, AZ Duration: 6+ Months Contract Job Description Qualifications We recognize your time is valuable, so please apply if you meet the following required qualifications: Education High school diploma or GED...