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.
...We are working on a remote or onsite role - Freelance Production Artist - International Marketing for a top fashion apparel company. This role will be responsible for the production and release of International campaigns and creative marketing assets for both print and...
...Consulting & Placement is conducting a search for an experienced RN Executive VP of Clinical Services opportunity with a Licensed Home Care Services... ...an experienced Executive or Senior Director level RN Registered Nurse who is a strong leader. Executive RN, VP of Clinical...
Job Description: Responsibilities will include: Manages creation budget; creates the creative brief according to strategy (design target, USP, vision of success, etc) and champion Big Idea genesis from consumer insights From product brief, create the 360-activation...
...brand storytelling across key moments. Develop and maintain a scalable illustration library, including components, scenes, and spot art optimized for reuse across platforms. Collaborate closely with product designers, content designers, and comms/partnership teams...
...independence on our Ventilation Unit. Attention to detail, individualized care, and participation in a team approach are part of every... ...every one of them is a unique person who deserves our best each day that we care for them. If you have a passion for improving the lives...