client relationship associate.

We are seeking a motivated Client Relationship Associate to join our clients Technology & Operations team in San Antonio. In this role, you will function as a primary point of contact in a high-energy inbound environment, providing essential support to shareholders and financial advisors regarding mutual fund accounts. This is a 3–4 month contract to hire role working a hybrid schedule of 4 days onsite and one day off. If you are available and ready to start working immediately, apply today!   

salary: $20 - $22 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

• Respond to inquiries from shareholders, investment professionals, and internal departments while processing various account transactions and updates.
  
  
• Conduct detailed account research and manage the production of professional shareholder correspondence.
  
  
• Leverage a foundational understanding of the financial industry or mutual fund operations to multi-task efficiently while maintaining accuracy across all aspects of the role.
  
  
• Manage daily operational tasks with high attention to detail and problem-solving skills while utilizing Microsoft Office applications like Outlook, Word, and Excel to maintain organized workflows.
  
  
• Work a hybrid schedule with an in-office presence four days per week within a standard five-day work schedule.
  
  

Skills

Inbound Call (2 years of experience is required)

Call Center (2 years of experience is required)

Process Financial Transactions (2 years of experience is required)

Mutual Fund Operations (2 years of experience is preferred)

Qualifications

Years of experience: 2 years

Experience level: Experienced

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.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.