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.
...operations. This role focuses on heavy industrial equipment, conveyor systems, batch processes, and other equipment. Key Responsibilities... ...contractors and internal engineering teams during equipment installation and upgrades. Evaluate new technologies and equipment to...
The Carpenter Health Network is looking for caring and compassionate Registered Nurses (RN) to join our Flex Pool!We are hiring for RNs for the following areas:~Home Health~Hospice~Rehab~LTACWe are offering TOP PAY for these positions along with a great working...
...MEMBERS ONLY* SimVentions DoD SkillBridge Internship Program Exploring the Benefits of the DOD SkillBridge Program The Department of Defense SkillBridge program is an exceptional opportunity for service members to develop valuable civilian work experience via...
...peers and recruiting leadership What you need: Recruiting experience preferred, but no experience required - we provide paid... ...5, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL...
...Skillset: Python Programming, Azure SQL & Angular More than 5 years of experience in Design, Build and Development of Python... ...regarding enterprise Information Management Systems. The Python Developer will need to have very good development exposure in Python...