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client service rep

Malvern, PA, United States

client service rep.

malvern , pennsylvania

posted june 7, 2024

job details

summary

$19 - $20 per hour

temp to perm

high school

category sales and related occupations

referenceAB_4549806

job details

Working as a Client Relationship 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.

Training: 27 weeks, 100% attendance required. Can miss 1 classroom day per section, 1 shadow day per section, and 5 phone days

Training Schedule: M-F 8:30am-5:00pm local; 40/hr /week in tax season occasional OT

Internet speed: 1Gbps download speed (1000mbps) and at least 30 Mbps upload speed

$20/hr - after 2 months $23/hr

salary: $19 - $20 per hour

shift: First

work hours: 8 AM - 4 PM

education: High School

Responsibilities

Taking inbound calls in the Change of Ownership department to assist clients with changes to their accounts after they've experienced a life-changing event (opening new accounts, transferring assets, updating account information)

Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types

Providing guidance to beneficiaries when inheriting Vanguard account holder's assets including assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required

Completing administrative tasks when notified of a client's passing such as placing restrictions to secure decedent's information and assets

Skills

Client Service

Banking

Telephone Etiquette

Qualifications

Years of experience: 2 years

Experience level: Entry Level

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].

Pay 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 touch

we are here to help you with your questions.

KH

kenneth hart

+1 770 937 7000 (tel:+1 770 937 7000)

[email protected]

Apply

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