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.
Now Hiring: Director of Culinary Operations East Village, NYC | Full-Time | MondayFriday Schedule #128140; Apply... ...the culinary future of a brand thats redefining thoughtful food, elevated service, and unforgettable experiences. The perfect candidate should...
...powering the fleet, facilitating effortless integration into customers' logistics operations. About the role Were looking for a Tech Lead to own the end-to-end V&V strategy for our autonomous trucking systems. Youll lead a cross-functional team in validating both...
...for SnackCrate throughout our worldwide supply chain. World-class operational excellence is a cornerstone of our success, and the purchasing team plays an essential role in ensuring operational and financial success for SnackCrate. As a successful Procurement...
...that understand schools and your unique needs as a School-based LPN. 1:1 School Nurse Contract Details: - $40.50 - $43.50 per hour... ...- Minimum of 1 year of prior nursing experience in a school or pediatric setting Supplemental Health Care is an Equal Opportunity...
...The Organization Childrens Hospital of Orange County (CHOC) is a nationally recognized pediatric healthcare system committed to delivering world-class, compassionate care to children across Southern California. With a strong emphasis on innovation, research, and education...