Retirement Specialist

2 months ago

Scottsdale, United States Randstad Full time
Job DescriptionJob Description

Working as a Randstad Associate for one of the world's largest Financial Institutions, known for its client-first focus, collaborative, and team-oriented culture. You will answer and assist investors with questions, monetary transactions, financial products, and services. As a Client Representative, you’ll be an advocate for our clients and part of a team that prides itself on building trust and delivering exemplary service and support. If you are passionate about serving others and leading with a growth mindset, empathy, determination, and learning agility, join our team to change the way the world invests. Join our company and elevate your career with learning opportunities and growth.

PAY RATE: $23/hr

SHIFT: Training: 4 weeks, 100% attendance required - Training Schedule: M-F 8:30 am-5:00 pm local; Hybrid, 40/hr /week in tax season occasional OT - Work hours: 9:30 am-6 pm local time (shift will be assigned based on business need)

(37.5-hour work week during the slow season. 40 hr work week during tax season)


Education: High School or GED

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.

What it takes

  • Exceptional client service, communication, problem-solving, and learning agility skills
  • Intellectual curiosity and broad understanding of business and financial acumen
  • Demonstrate grit and determination in problem-solving and interest in process improvement within the business to accomplish goals
  • Proven ability to excel in explaining complex information in ways that are easy to understand
  • Thrives in fast-paced work environments that can be ambiguous and require flexibility

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 Vanguard’s investors.
  • Demonstrate self-motivation and an overall drive to succeed.
  • Are flexible and thrive in fast-paced work environments.
  • Ability to learn and adapt to changing situations easily.
  • Willingness to develop knowledge of the finance industry.

Qualifications

Skills

  • Basic Computer Skills
  • Customer support
  • Trust Accounts
  • Knowledge of Finance
  • IRA'S
  • Financial Services
  • Basic Software Skills
  • Telephone Etiquette
  • Active Listening
  • Typing Skills
  • Opening Accounts
  • Empathy

Experience

  • Experienced
  • 2 year(s)

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.

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.

Company DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

We can’t wait to tell you all about itCompany DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing. \r
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We can’t wait to tell you all about it

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