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.
...global financial institution is seeking a Junior Banker Administrative Assistant to join its Global Banking & Markets division in Chicago. This is an entry-level opportunity offering hands-on experience within a dynamic and high-performance investment banking environment...
...Myron B. Thompson Academy High School Division is seeking qualified applicants for secondary science (grades 7-12) for school year 2025-2026. DUTIES: Primary responsibilities are to teach asynchronous and synchronous online accredited courses with additional face-to...
...efficiently supporting in full, on time, quality production and delivery by Sutherland Packaging. Truck Drivers are responsible for... ..., procedures and machinery. # Manual dexterity required for operating machinery and computers. # Ability to lift up to 30 pounds required...
...everyone talking on social. Born as a DTC brand, BUILT is expanding rapidly across the U.S. with distribution in Walmart, Sams, and Costco to name just a few. The Marketing Projects Lead is an important leader on the marketing team. This role will ensure that...
...Kent 44240. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 3.5 hours per night cleaning in a medical facility. Position is 5 Days a Week-Monday-Friday-starting at 6pm (Wednesdays at...