Job Description

Vanguard in partnership with Randstad are currently seeking Client Relationship Associates supporting their financial support teams. 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 Client Relationship Associate, you will be taking inbound calls, answering and assisting investors with questions, monetary transactions, financial products and services all via phone.

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.
• Strong desire or aptitude to learn new software technologies (which will be trained on)
• 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.

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