Job Description

Randstad, in partnership with our client, a leading financial services company is seeking Workplace Solutions - Client Relationship Associates to join their team in the Scottsdale, AZ office. As a Client Relationship Associate, you will serve as the primary point of contact for investors, providing high-level support via telephone. You will act as a technical subject matter expert, using consultative techniques to understand client needs, position appropriate financial products, and resolve account issues. This role is ideal for individuals with strong communication skills who thrive in a fast-paced, collaborative, and professional environment.

Core Responsibilities

• Client Support: Answer inbound calls to assist investors with questions regarding financial products, services, and investment funds.
• Transaction Management: Follow standardized processes to accurately complete monetary and administrative transactions.
• Consultative Service: Use virtual technology to build client relationships and position solutions that serve the best interests of the investor.
• Continuous Learning: Develop and maintain a foundational knowledge of investment funds and the broader financial services industry.
• Process Improvement: Document client feedback to support ongoing efforts to improve internal processes.

Candidate Profile

• Communication: Ability to explain complex information in an easy-to-understand manner.
• Technical Aptitude: Strong desire to learn new software technologies and adapt to changing situations.
• Motivation: Self-motivated with a drive to succeed and a willingness to develop deep industry knowledge.
• Teamwork: Comfortable working within a small, motivated team dedicated to client service.

Schedule and Training

• Mandatory Training: Includes a 25-day program provided by an internal university and support team. 100% attendance is required.
• Start Date Protocol: Contractors begin on the Friday before their first Monday for equipment pickup and orientation.
• Training Hours: Monday through Friday, 8:30 am – 5:00 pm EST.
• Post-Training Hours: Monday through Friday, 9:30 am – 6:00 pm EST.
• Work Week: Typically 37.5 to 40 hours per week, with occasional overtime available based on business needs.

Work Environment and Requirements

• Hybrid Model: This position is hybrid during both training and post-training. You will work remotely on Mondays and Fridays, and on-site Tuesday through Thursday.
• Home Office Requirements: Must have a dedicated, private workspace that is not in a public area to ensure data protection.
• Internet Standards: Requires a download speed of at least 100 Mbps (1 Gbps preferred) and an upload speed of at least 30 Mbps. An $80 monthly internet stipend is provided to offset costs.
• Adherence: Expected to virtually attend all huddles and meetings on time while working from home.

Compensation and Benefits

• Pay Rate: $23/hr.
• Benefits: Randstad offers Medical, dental, vision, short-term disability, life insurance, and 401K options are available.

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