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client relationship rep

4 months ago

malvern, United States Randstad US Full time

client relationship rep - education savings dept.

+ malvern , pennsylvania

+ posted may 3, 2024

**job details**

summary

+ $20 - $23 per hour

+ temp to perm

+ high school

+ category business and financial operations occupations

+ referenceAB_4527662

job details

Start Date: 6/17/2024 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

+ 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 the Company's funds, products, and services, and of the overall Financial Service industry.

+ Participates in special projects and performs other duties as assigned.

Additional Details:

+ 4-week training provided by the client's Retail Services Support Team.

+ Hours during training - 8:30 a.m.-5:00 p.m., Monday through Friday. Hybrid, Monday/Friday remote and Tuesday-Thursday in office

+ Hours after training: - 9:00 am - 5:30 pm, remote

+ 100% attendance required during the first 6 weeks of employment.

+ Occasional overtime available based on business needs.

+ Pay Rate: $20/hr. and after two months' pay rate will increase to $23

+ Randstad offers medical, dental, vision, short term disability, life insurance and 401K.

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 HRsupport@randstadusa.com.

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.

**get in touch**

we are here to help you with your questions.

SD

**samantha dougherty**

+ sam.dougherty@randstadusa.com