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.
...Standardized Patient Actor for Simulations University Information: The University of North Carolina Wilmington, the state's coastal university, is dedicated to the integration of teaching, mentoring, research and service. Widely acknowledged for its world-class...
Have a predictable daily home time work schedule. Drive the same out-and-back dedicated route and work with the same customers every day. Haul automotive parts in dry van trailers with newer trucks. Haul no-touch, mostly drop-and-hook freight. Work with onsite...
Were seeking a confident Middleweight Designer to join our global design team. Located in Las Vegas and working with our UK based design team, this role involves creating high-quality, brand-aligned designs across various touchpoints, including venue resources, internal...
...Overview We are seeking a skilled and dedicated Journeyman Plumber to join our team. The ideal candidate will have extensive experience in plumbing, construction, and field service, with the ability to work independently and as part of a team. This role involves installing...
Description: Position Summary This position is responsible for residential and commercial pumping and disposal of non-hazardous waste and has direct contact with Wind River Environmental customers. Responsibilities include operating a company service truck and ...