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Investor Relations Associate

2 months ago

Malvern, Pennsylvania, United States Randstad Full time

Position Overview:

As a valued member of the Randstad team, you will engage with clients by addressing inquiries related to investments, financial transactions, and various financial products and services. This role transcends traditional customer service; you will become a knowledgeable resource in the financial sector through comprehensive training.

Key Responsibilities:

  • Act as the primary contact for clients, providing assistance with investment and account-related inquiries.
  • Follow established protocols to execute financial and administrative transactions efficiently.
  • Document client feedback to contribute to ongoing process enhancements.
  • Utilize a consultative approach to recommend suitable products and services to clients.
  • Acquire foundational knowledge of financial products and services, as well as the broader financial services landscape.
  • Engage in special projects and undertake additional responsibilities as required.

What We Seek:

  • Exceptional communication and relationship management abilities.
  • A strong work ethic in a collaborative and respectful environment.
  • Capability to simplify complex information for better client understanding.
  • A desire to contribute to a dedicated team focused on client success.
  • Self-motivated individuals with a drive for excellence.
  • Adaptability and resilience in a dynamic work setting.
  • A willingness to deepen knowledge of the financial industry.

Additional Information:

This position requires a reliable internet connection, with specific speed requirements. An internet stipend will be provided to assist with connectivity costs, contingent upon client needs.