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.
...JOB TITLE: Customer Service Team Lead DEPARTMENT: Customer Service LOCATION: Bristol, PA REPORTS TO TITLE: Sr. Manager, Customer Operations SCOPE OF POSITION Under the direction of the Senior Manager of Customer Operations, this position is responsible...
Location: Washington DC RTO: 3 days onsite JW Michaels is engaged with a Fortune 500 FinTech company to identify a senior compliance leader for a mission-critical, high-impact role: Deputy General Counsel Enterprise Compliance . This leader will help shape the...
We are seeking a Housekeeper to join our newest luxury life plan community in Splendido! Position Summary: To perform housekeeping services to maintain an attractive, clean, comfortable, safe environment for residents, staff, and visitors. Second Shift 1:00 PM ...
...Carney, Sandoe & Associates, an education recruitment firm, is currently seeking a Primary School Spanish Teacher for the 2025-2026 school year at an independent school in Houston, TX. About CS&A: Our free job placement service connects educators with independent...
Medi Home Care , a division of Medical Services of America Inc., is currently seeking an experienced Full-Time Respiratory Therapist for our patients in Statesville (Alexander, Iredell, Mooresville, & Yadkin) NC. Responsibilities of Respiratory Therapist include...