Job Description

Participant Services - Client Relationship Associate Job Description

Pay Rate: 23.00

Start Day: 7/11

• Training hours: Monday through Friday 8:30am-5:00pm
• Post training hours: Monday through Friday 9:30am-6:00pm
• Location: You will be Hybrid during Training AND Post Training–working remote Monday/ Friday and will be on site Tuesday, Wednesday and Thursdays

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.

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 EST (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 EST (During daylight savings time) The schedule will be a hybrid work model, Monday/Friday will be remote while Tuesday-Thursday will be on site. (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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