Job Description

Client Relationship Associate - Retirements or Investments

• Pay Rate: 23.00 per hour
• Start Date: 6/13
• Training hours: Monday through Friday 8:30am-5:00pm Hybrid, remote Monday/ Friday, on site Tuesday/Wednesday/Thursday for training and for position. Scottsdale, AZ
• Post training hours: TBD
• Talent supporting this class must have open availability M-Sun
• Shift as early as 8AM to as late as 10PM EST
• If position goes perm with Vanguard it will be Hybrid

Vanguard is one of the world's largest investment companies, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture.

What you’ll be doing:

Working as a Randstad Associate answering and assisting investors with questions, monetary transactions, financial products and services. You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided). You will 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.
• 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.

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 Vanguard funds, products, and services, and of the overall Financial Services industry.

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

Additional Details:

● 25 day training provided by Vanguard University and the CSO Support Team 100% attendance is expected

● Hours during training - 8:30am-5:00pm (Monday through Friday). The training period will be a hybrid work model, Monday/Friday will be remote while Tuesday-Thursday will be on site.

● Work hours 9:30am-6:00pm (During daylight savings time) The schedule will be a remote work model, (37.5-40 hour work week) (Monday through Friday)

● 100% attendance required during the training period

● Occasional overtime available based on business needs

● Pay Rate: $23/hr.

● This role requires an internet speed test that meets this assignment's expectation of 1Gbps download speed (100mbps) and at least 30 Mbps upload speed. You will be receiving an $80 per month internet stipend to help offset this cost. The monthly amount for this stipend and/or continuation of receiving the stipend is based on client needs/availability.

● Randstad offers medical, dental, vision, short term disability, life insurance and 401K (see attached benefits brochure).

● Work from home expectations:

o Adherence : Virtually attending all huddles and meetings on time.

o Data protection: Not working in a public area; create a dedicated, private workspace within your home.

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