Client Relationship Associate

1 month ago

Malvern, Arkansas, United States Randstad USA Full time
Start Date: 6/24/2024 Must be local to Malvern, PA for in-office training Working 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.) You'll 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:
  • 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.

    salary: $20 - $23 per hour
    shift: First
    work hours: 8:30 AM - 6 PM
    education: High School

    Responsibilities

    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

      The essential functions of this role include:
    • working in a smoke free environment
      Skills
    • Client Service
    • Customer Relationship Management
    • Finance
    • Call Center
      Qualifications
    • Years of experience: 2 years
    • Experience level: Experienced
      Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

      Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

      At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

      Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

      Applications accepted on ongoing basis until filled.

  • Premier Client Account Manager

    4 weeks ago

    Malvern, Arkansas, United States Philips Full time

    Job TitlePremier Client Account ManagerJob DescriptionPremier Client Account Manager (Malvern, PA and or Rosemont, IL)The Premier Account Manager (PAM) is the highest-level Client Account Representative. This position seeks an individual with a proven track record of achieving high productivity and quality standards. The PAM is a direct contact for Accounts...

  • Premier Client Account Manager

    3 weeks ago

    Malvern, Arkansas, United States Philips Full time

    Job TitlePremier Client Account ManagerJob DescriptionPremier Client Account Manager (Malvern, PA and or Rosemont, IL)The Premier Account Manager (PAM) is the highest-level Client Account Representative. This position seeks an individual with a proven track record of achieving high productivity and quality standards. The PAM is a direct contact for Accounts...

  • Client Account Manager

    3 weeks ago

    Malvern, Arkansas, United States Wellworks For You Full time

    At Wellworks For You, our employees are dedicated to our client's success. We work together in a supportive and caring environment to reach our company goals as well as our individual professional goals. We are looking for a Wellness Account Manager to join our team in August Why work with us? Wellworks For You empowers our employees to make health and...

  • Client Account Manager

    1 month ago

    Malvern, Arkansas, United States Wellworks For You Full time

    At Wellworks For You, our employees are dedicated to our client's success. We work together in a supportive and caring environment to reach our company goals as well as our individual professional goals. We are looking for a Wellness Account Manager to join our team in August Why work with us? Wellworks For You empowers our employees to make health and...

  • Packaging Associate

    1 week ago

    Malvern, Arkansas, United States Clinigen Clinical Supplies Management Full time

    About Packaging Specialist at Clinigen:Clinigen is a rapidly growing global specialty pharmaceutical and services company with a unique combination of businesses. Our divisions operate in a complex global regulatory environment and ensure that vital medicines are delivered securely on time and wherever they are needed in the world.The purpose of this...

  • Account Manager I

    3 weeks ago

    Malvern, Arkansas, United States FM Global Full time

    FM Global's Washington, D.C. Operations has an opening for a dynamic Account Manager in the Client Service Department of our Malvern, PA office. This position will perform insurance servicing and property underwriting activities on existing accounts and new business. This position's primary function is to serve as the account team leader and manager of the...

  • Insurance Account Position

    1 week ago

    Malvern, Arkansas, United States Stephen Diorio - State Farm Agent Full time

    Are you a highly motivated and customer-centric individual with a passion for sales? Do you dream of a rewarding career where you can make a difference in people's lives? Look no further Steve DeOrio Jr. State Farm is seeking a Sales Representative to join our dynamic and successful team.About Us:At Steve DeOrio Jr. State Farm, we are more than just an...

  • Appian Developer

    1 week ago

    Malvern, Arkansas, United States workcog Full time

    Appian Developer - Level Years) Client: Vanguard Duration: 6 months Location: Malvern, PA Visa: USC/GC/GCead/H4ead Nature: Onsite day one Important: Must be Appian Certified Responsibilities Translate the functional requirement to the Appian business flows Analyzing user stories, designing and developing application modules Create User Interfaces using...

  • Process Operator

    1 week ago

    Malvern, Arkansas, United States Adecco Full time

    Job DescriptionJob DescriptionJoin Our Team: Process Operator Needed $23/hour in Malvern, PALooking for a dynamic role where every day brings a new challenge? Our client is on the hunt for a Process Operator to join their team. Please see more details below.Responsibilities:- Equipment Operating: Get hands-on with our top-notch equipment to micronize and...

  • Revenue Specialist I, ROPS

    1 month ago

    Malvern, Arkansas, United States Davita Inc. Full time

    2476 Swedesford RdSTE 150,Malvern,Pennsylvania, ,United States of AmericaWe are currently seeking and interviewing ambitious and team-oriented, analytically-minded individuals who enjoy problem-solving and researching in a fast-paced and FUN work environmentDaVita is currently looking for a Patient Account Specialist. Individuals who excel in this role are...

  • Revenue Specialist I, ROPS

    3 weeks ago

    Malvern, Arkansas, United States Davita Inc. Full time

    2476 Swedesford RdSTE 150,Malvern,Pennsylvania, ,United States of AmericaWe are currently seeking and interviewing ambitious and team-oriented, analytically-minded individuals who enjoy problem-solving and researching in a fast-paced and FUN work environmentDaVita is currently looking for a Patient Account Specialist. Individuals who excel in this role are...

  • Revenue Specialist I, ROPS

    3 weeks ago

    Malvern, Arkansas, United States Davita Inc. Full time

    2476 Swedesford RdSTE 150,Malvern,Pennsylvania, ,United States of AmericaWe are currently seeking and interviewing ambitious and team-oriented, analytically-minded individuals who enjoy problem-solving and researching in a fast-paced and FUN work environmentDaVita is currently looking for a Patient Account Specialist. Individuals who excel in this role are...

  • Revenue Specialist I, ROPS

    1 month ago

    Malvern, Arkansas, United States Davita Inc. Full time

    2476 Swedesford RdSTE 150,Malvern,Pennsylvania, ,United States of AmericaWe are currently seeking and interviewing ambitious and team-oriented, analytically-minded individuals who enjoy problem-solving and researching in a fast-paced and FUN work environmentDaVita is currently looking for a Patient Account Specialist. Individuals who excel in this role are...

  • Remote Enterprise Account Executive

    3 weeks ago

    Malvern, Arkansas, United States Circonus Full time

    Circonus seeks a highly experienced and proven Enterprise Account Executive with the drive and determination to help us rapidly expand our client base. We are looking for an individual with experience in the monitoring and observability space who has sold operational and analytical tools that help DevOps / SRE / Engineering teams improve their quality of...

  • Remote Enterprise Account Executive

    1 month ago

    Malvern, Arkansas, United States Circonus Full time

    Circonus seeks a highly experienced and proven Enterprise Account Executive with the drive and determination to help us rapidly expand our client base. We are looking for an individual with experience in the monitoring and observability space who has sold operational and analytical tools that help DevOps / SRE / Engineering teams improve their quality of...

  • Assistant General Counsel

    1 month ago

    Malvern, Arkansas, United States Randstad USA Full time

    salary: $110 - $115 per hourshift: Firstwork hours: 8 AM - 4 PMeducation: BachelorsResponsibilitiesDraft and negotiate various types of procurement contracts, including agreements related to hosted services, professional services, IT procurement, HR services, licenses, other cloud-based products, and services purchased by Vanguard. Analyze changes requested...

  • Assistant General Counsel

    3 weeks ago

    Malvern, Arkansas, United States Randstad USA Full time

    salary: $110 - $115 per hourshift: Firstwork hours: 8 AM - 4 PMeducation: BachelorsResponsibilitiesDraft and negotiate various types of procurement contracts, including agreements related to hosted services, professional services, IT procurement, HR services, licenses, other cloud-based products, and services purchased by Vanguard. Analyze changes requested...

  • Product Support Analyst

    1 week ago

    Malvern, Arkansas, United States Temenos Group AG Full time

    About TemenosTemenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We have been doing this for over 30 years through the pioneering spirit of our Temenosians who are passionate about making banking better, together. We serve over 3000 clients from the largest to challengers and community banks in 150+...

  • Senior TMF Study Owner

    3 weeks ago

    Malvern, Arkansas, United States PharmaLex Full time

    Senior TMF Study Owner (Professional Services) 6 Months for UNITED STATES region onlyCencora Pharmalex is looking for a well experienced TMF Lead to step in and provide support in a well established team who require a short term engagement (6 months), we are looking for someone who can hit the ground running and is a self starter able to fit well into a...

  • Logistics Specialist

    2 months ago

    Malvern, Arkansas, United States YPrime Full time

    At YPrime, we help our clients in the pharma and biotech industries to collect data from patients using mobile devices, assign patients to study treatment groups, and dispense clinical trial drugs and supplies using web apps. We're supporting life-altering research, one project at a time. Is your career in its prime? It could beYPrime's Logistics team is...