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Client Relations Specialist
2 months ago
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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