Client Relationship Associate

3 weeks ago

Scottsdale, United States Randstad USA Full time

Client Relationship Associate - COO/OB


  • Start 6/24/24
  • Pay Rate: $20/hr and after 2 months pay rate increases to $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 also need to ensure that your work station is near a router so you can use the company provided Ethernet cable to connect to the internet at your house; you are not permitted to use wifi in this role. During your first week there will be an internet speed test administered to ensure you meet the requirements of the role.
  • 9 week training provided by Vanguard University and the Personal Investor Support Team
  • Hours during training - 8:30am-5:00pm local time Monday through Friday
  • Work hours: 9:30am-6pm local time (shift will be assigned based on business need)

● (37.5 hr work week during the slow season. 40 hr work week during tax season)

  • 100% attendance required during the first 9 weeks of employment
  • Occasional overtime available based on business needs


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 investors’ questions about different Vanguard retail account types, making changes to accounts, and helping them to navigate the Vanguard website. 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 connect with clients and understand their unique circumstances to position the appropriate solutions or actions. In the Change of Ownership Department, you will be able to provide clients with a seamless transition process when their life events require them to make changes to their Vanguard accounts (loss of a loved one, making a gift).


This job is for you if you:

  • Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs
  • Have an empathetic predisposition and can navigate difficult and sensitive client situations well
  • Have strong verbal/written communication skills to relay complexed information that can easily be understood as well as documenting clear and detailed case notes
  • Have an attention for detail, thoroughness, and consistency in the work produced and upholding to high standards
  • Are a fast learner, can multi-task and have a passion for continuous learning to become a subject-matter expert to provide a world-class service
  • Demonstrate self-sufficiency by using resources to find solutions for clients and accomplishing their request effectively while maintaining efficiency to meet department metrics
  • Have strong organization skills to be able to prioritize client requests and can adapt in a fast-paced and changing work environment
  • Are open to working with Randstad as an agency


Core Responsibilities:

  • Taking inbound calls to the Change of Ownership Department to assist clients with changes to their accounts after they’ve experienced a life-changing event (opening new accounts, transferring assets, updating account information)
  • Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
  • Providing guidance to beneficiaries when inheriting Vanguard account holder’s assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required
  • Completing administrative tasks when notified of a client’s passing such as placing restrictions to secure decedent’s information and assets
  • Documents and notates clear and detail client interactions for case notes
  • Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
  • Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry

  • Client Relationship Associate

    3 weeks ago

    Scottsdale, United States Randstad North America, Inc. Full time

    Start date 6/10 Training hours: Monday through Friday 8:30 am-5:00 pm Post training hours: Monday through Friday 9:30 am-6:00 pm Location: Hybrid, remote Monday/ Friday, on site Tuesday/ Wednesday/ Thursday Vanguard is one of the world's largest inve Relationship Associate, Client Relations, Relationship, Associate, Training, Business Services, Staffing

  • Client Relationship Associate

    17 hours ago

    Scottsdale, Arizona, United States Randstad USA Full time

    We are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. This role involves a comprehensive training program, lasting between 17-24 weeks, which includes both in-person and virtual components. Upon successful completion of the training, there is potential for remote work arrangements.salary: $20 - $23 per hourshift:...

  • client relationship associate>

    5 days ago

    Scottsdale, United States Randstad Full time

    Randstad - JobID: client-relationship-associate_scottsdale [Customer Service / Sales Clerk / Office] Immediate Openings for Client Relation positions. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Job requires contacting clients to set up orders, handling incoming phone...

  • Client Relationship Rep

    19 hours ago

    Scottsdale, Arizona, United States Randstad USA Full time

    Training hours: Monday through Friday 8:30am-5:00pm Post training hours: Monday through Friday 9:30am-6:00pm Location: Hybrid, remote Monday/ Friday, on site Tuesday/Wednesday/Thursday Seeking experienced customer service professionals in Scottsdale, AZ for a large investment/financial company. What you'll be doing: Working as a Randstad Associate...

  • Client Relationship Manager

    2 days ago

    Scottsdale, United States HUB International Full time

    This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for i Relationship Manager, Client Relations, Relationship, Manager, High School, Business Partner, Business...

  • Client Relationship Manager

    1 day ago

    Scottsdale, United States Thrive Skilled Pediatric Care Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers Come work with a purpose Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to...

  • Client Relationship Manager

    1 day ago

    SCOTTSDALE, United States Thrive Skilled Pediatric Care LLC Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills...

  • client relationship rep

    21 hours ago

    scottsdale, United States Randstad US Full time

    client relationship rep - participant services. + scottsdale , arizona + posted may 3, 2024 **job details** summary + $20 - $23 per hour + temp to perm + high school + category business and financial operations occupations + referenceAB_4527675 job details Training hours: Monday through Friday 8:30am-5:00pm Post training hours: Monday through...

  • Client Relationship Rep

    3 weeks ago

    Scottsdale, United States Randstad North America, Inc. Full time

    \t. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.\t. Follows standardized processes to complete monetary and administrative transaction Client Relations, Relationship, Service, Business Services, Staffing, Relations

  • Registered Client Associate

    24 hours ago

    Scottsdale, United States Wells Fargo Full time

    About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to...

  • Registered Client Associate

    1 week ago

    Scottsdale, United States Wells Fargo Full time

    Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

  • Client Results Associate

    3 weeks ago

    Scottsdale, United States Liveops Full time

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first lin Associate, Customer Experience, Agent, Support, Communications, Client Success, Retail

  • Client Results Associate

    5 days ago

    Scottsdale, United States Liveops Agent Services, LLC Full time

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first line of support to our independent agents and playing a pivotal role in their business triumphs. If you're a...

  • Client Results Associate

    6 days ago

    Scottsdale, United States LiveOps Full time

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first line of support to our independent agents and playing a pivotal role in their business triumphs. If you're a...

  • Relationship Manager I

    24 hours ago

    Scottsdale, Arizona, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Relationship Manager I

    13 hours ago

    Scottsdale, Arizona, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Wealth Management Seasonal Client Associate

    2 weeks ago

    Scottsdale, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Management Seasonal Client Associate

    2 weeks ago

    Scottsdale, Arizona, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Client Advisor

    1 month ago

    Scottsdale, United States Neiman Marcus Full time

    **NEIMAN MARCUS GROUP** - As an organization, NMG is on a transformational journey to become the preeminent luxury customer platform. NMG continues to deliver the best integrated customer experience and has evolved the business to succeed in the ever-changing retail landscape. NMG is a relationship business. What differentiates the organization from other...

  • Client Advisor- Scottsdale

    24 hours ago

    Scottsdale, United States Tiffany & Co. Full time

    Overview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity. For us, it is a dream to be associated with a company that...