- Pay Rate: $20/hr. and after two months' pay rate will increase to $23
- 4-week training provided by the client's Retail Services Support Team
- Hours during training - 8:30 a.m.-5:00 p.m., Monday through Friday. Hybrid, Monday/Friday remote and Tuesday-Thursday in office
- Hours after training: – 8:30 a.m.-5:00 p.m. for our AZ location (with Daylight Savings these hours change to 9:30 a.m.-6:00 a.m.), Monday through Friday. Remote
- 100% attendance required during the first 6 weeks of employment
- Occasional overtime available based on business needs
- Have strong communication and relationship management skills
- Excel in explaining complex information in ways that are easy to understand.
- Want to be part of a small team that's motivated by helping others and serving the best interests of Vanguard's investors.
- Like to work hard in a professional environment that stresses respect and teamwork.
- Demonstrate self-motivation and an overall drive to succeed.
- Are flexible and thrive in fast-paced work environments.
- ·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 the Company's funds, products, and services, and of the overall Financial Services industry.
- Participates in special projects and performs other duties as assigned.
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Client Relationship Associate/Education Savings - Scottsdale, United States - Randstad
Description
Client Relationship Associate/Education Savings
What you'll be doing:
Working onsite as a Randstad Associate answering and assisting the client's investors with their questions about financial products and services in a call center environment. You'll be much more than a customer service professional. You'll be a technical subject matter expert (paid training provided.) Youll 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
Client Relationship Associate/Education Savings professionals in Scottsdale
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