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 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.
(Physician/MD qualifications required) Internal Medicine - Internal Medicine Sharon PA We are searching for BC|BE primary care physicians for multiple opportunities in hospital affiliated groups. Traditional and outpatient only positions available. A hospitalist program...
...catering to those who strive to push the boundaries of what is possible in their health journey. POSITION SUMMARY The Wellness Concierge Assistant will be responsible for guiding patients through their health and wellness journey through high levels of customer...
...*PPK does not discriminate based on race, sex, color of hair, skin art, cats or dogs, toilet paper over or under, pineapple on pizza, or whether you believe that Die Hard is a Christmas movie or not. We welcome all ideas, individuals, characters and backgrounds. That...
...We are Fud, a rapidly growing company looking for a Mompreneur - Airbnb Superhost to join our community. As a Mompreneur - Airbnb Superhost, you will be responsible for leveraging your experience and expertise in the hospitality industry to support and empower our community...
...This candidate will be responsible for managing fixed assets, inventory and standard costing input. Apply accounting theory and principals when completing general ledger functions to include: journal entries, AP/AR and ledger reconciliations. Extract, organize and review...