Call Center - Financial

Join a Leader in Investment Management

Position: Client Relationship Associate

Location: Malvern, PA (Hybrid)

Pay: $23.00/hour

Are you a detail-oriented communicator looking to launch a career in the financial services industry? We are seeking dedicated professionals to join our team in Malvern, PA. In this role, you will be the face of our firm, providing world-class support to our clients and helping them navigate their financial journeys with confidence.

Your Schedule & Flexibility: We believe in a balance of collaborative in-office work and the comfort of home.

• Onsite (Malvern, PA): Tuesday, Wednesday, and Thursday.
• Work From Home: Monday and Friday.
• Weekend work may be required.

Training & Shift Details:

• Initial Training: 8:30 AM – 5:00 PM (Local Time).
  • Note: We maintain a strict attendance policy during the training period to ensure your success.
• Post-Training Hours: You will transition to a permanent shift, typically 9:30 AM – 6:00 PM.

How You’ll Make an Impact As a Client Relationship Associate, you will manage a variety of responsibilities ranging from empathetic client support to technical account troubleshooting:

• Act as the primary point of contact for client inquiries, assisting with account changes, technical online guidance, and general questions.
• Handle sensitive account tasks, such as processing notifications regarding a client’s passing and placing necessary restrictions to secure decedent assets and information.
• Utilize your knowledge of various account types (IRAs, Individual, and Trust accounts) to explain basic rules and regulations to clients.

What We’re Looking For

• The Communicator: You have a professional phone presence and the ability to explain complex information simply.
• The Learner: You are eager to master the regulations governing the investment industry.
• The Empathetic Professional: You can handle sensitive life events (like the loss of a loved one) with grace, patience, and accuracy.
• The Reliable Teammate: You value punctuality and consistency, especially during our comprehensive training program.

If you are interested in the job, email your resume to: [email protected]

If this job is not for you, feel free to refer a friend.

Skills

• Call Center
• Customer Service
• Customer support
• Finance
• financial
• bank
• banking
• credit union
• hospitality
• Telephone Etiquette
• retail
• Call Center Support
• Active Listening
• insurance

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: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.