About the Role
Client Relationship Representative – Education Savings Department
malvern, pennsylvania
$20 – $23 per hour
temp to perm
high school
category business and financial operations occupations
reference AB_4527662
Start Date: 6/17/2024 Must be local to Malvern, PA for in-office training Working as a Randstad Associate answering and assisting the clients investors with their questions about financial products and services in a call center environment. Youll be much more than a customer service professional.
Youll 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 thats motivated by helping others and serving the best interests of Vanguards 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 Companys funds, products, and services, and of the overall Financial Serviceindustry.
- Participates in special projects and performs other duties as assigned.
Additional Details:
- 4-week training provided by the clients 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