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.
...A Day in the Life of a Registered Nurse: The Registered Nurse assesses, plans, implements, evaluates and supervises individual patient care... ...in Bedside Shift Report. Collaborates with the Clinical Nurse Manager to assure the integration of the ANAs Scope &...
...Hazelton Quarry , a division of the H&K Group, Inc., is seeking a Crushing Plant Operator to provide smooth operation of plant equipment. The ideal candidate is motivated, experienced, and carries out work safely. Why work for H&K Group, Inc.? ~ Competitive...
Recharge your Career with Ormat! Internal Job Title: Battery Storage Operator Ormat serves the changing world of electricity generation, distributed generation and demand management by enabling a comprehensive umbrella of solutions starting from energy and demand...
...A strong community hospital in Northern Michigan is currently recruiting an Internal Medicine Physician to join their expanding team. The ideal candidate is one who is looking for a work life balance and enjoys an active lifestyle. The Details: Split time between...
Job Opportunity: Customer Support Representative/Account Representative-Sr Location: Columbus, OH Pay Rate: $19.16/hour Work Schedule Overview: Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for ...