Client Relations Specialist

1 month ago


Scottsdale, United States Randstad USA Full time

Working as a Randstad Associate answering and assisting investors with questions, monetary transactions, financial products, and services. APPLY TODAY ****


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 a 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.


Shift Hours:

9:30 am-6:00 pm EST (During daylight savings time) The schedule will be a hybrid work mode


This job is for you if you:

  • Have strong communication and relationship management skills.
  • Like to work hard in a professional environment that stresses respect and teamwork.
  • 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 our investors.
  • Demonstrate self-motivation and an overall drive to succeed.



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