client relationship associate.

Are you interested in launching a dynamic career in finance and being apart of a team that is changing the way the world invests? Are you passionate about helping others, and enhancing your professional development? Join the crew at Vanguard! At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! Why Vanguard: At Vanguard, we believe in supporting our “crew” personally through all life stages. Our industry-leading benefits are crafted with you in mind. Paid training to take the SIE and FINRA Series 7 and 63 Flexible PTO days and 9 federal holidays 401K with up to 4% matched contributions, and 10% employer contribution Medical dental and vision

salary: $48,000 - $48,000 per year
shift: First
work hours: 8:30 AM - 5 PM
education: High` School

Responsibilities

We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. 

What it Takes: 

• Quality interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew”
• Customer-facing and/or in-bound phone experience
•  A learner’s mindset and an appetite for financial acumen
• Undergraduate degree or equivalent combination of experience, preferred

In the role, you will: 

• Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues 
• Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience

Skills

Financial Statements

Client Service

Customer Relationship Management

Financial Services

Customer Service

Customer support

Qualifications

Years of experience: 1 year

Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

EOEDisclaime For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.