retirement specialist.
phoenixville , pennsylvania
posted 1 day ago
job detailssummary
$20 - $23 per hour
temp to perm
high school
category business and financial operations occupations
referenceAB4543379
job detailsYou don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds and experiences! 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. This position is currently a Hybrid Monday and Friday work from home Tuesday-Thursday on campus. GET PAID TRAINING We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported.salary: $20 - $23 per hourshift: Firstwork hours: 8 AM - 6 PMeducation: High SchoolResponsibilitiesSHIFT: Training: 22-24 weeks, 100% attendance required - Schedule: M-F 8:30 am-5:00 pm local; HybridWork hours: 9:30 am-6 pm local timeResponsibilities:
Handle inbound calls to assist clients with account changes after life events (opening new accounts, transferring assets, updating information)
Understand and explain different investment account types (IRA, Individual, trust accounts) and related regulations
Guide beneficiaries through the inheritance process, including web registration and paperwork
Perform administrative tasks to secure decedent's information and assets
Develop basic knowledge of Vanguard funds, products, services, and the financial services industry
What it takes:
Exceptional client service, communication, problem-solving, and learning agility
Intellectual curiosity and broad business and financial understanding
Grit, determination, and interest in process improvement
Ability to explain complex information clearly
Ability to thrive in fast-paced, ambiguous, and flexible environments
This job is for you if you:
Have a passion for helping others with patience, care, professionalism, and dedication
Are empathetic and handle difficult client situations well
Possess verbal/written communication skills and can document detailed case notes
Pay attention to detail, thoroughness, and consistency in your work
Are a fast learner, multi-tasker, and have a passion for continuous learning
The essential functions of this role include:
working in a smoke free environment
Skills
Financial Services
Customer Service
Hybrid Schedule
Banking
Opening Accounts
Call Center
Claims Processing
Life Insurance
Empathy
Qualifications
Years of experience: 1 year
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.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.At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected] offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).Applications accepted on ongoing basis until filled.get in touchwe are here to help you with your questions.LWlinda wright