Client Relations Associate

Randstad USA; Scottsdale (AZ); Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Paid onboarding

Hybrid schedule

Job summary

Randstad USA is seeking a Client Relations Associate in Scottsdale, AZ. You will serve as a trusted subject matter expert for investors, guiding callers toward the right financial solutions and handling inquiries about accounts, funds, and products.

This role emphasizes clear communication, consultative sales, and adherence to compliance. A flexible hybrid schedule supports remote work on certain days while maintaining in-office collaboration with the team.

Qualifications

• Excellent communication and interpersonal skills with the ability to explain complex information clearly.
• Strong listening skills and a knack for building trusted relationships with investors and clients.
• High technical aptitude and eagerness to master virtual software and financial platforms.

Responsibilities

• Serve as the primary point of contact for inbound client calls, assisting investors with inquiries regarding accounts, funds, and financial products.
• Execute monetary and administrative transactions accurately while adhering to standardized compliance processes.
• Take a consultative approach to understand each client's unique investment needs and position appropriate products, services, or next steps.
• Break down complex financial and technical concepts into clear, easy-to-understand guidance.
• Document and report client insights and feedback to support ongoing process improvement efforts.
• Develop strong foundational knowledge of proprietary investment funds, services, and the broader financial services landscape.

Skills

Communication

Active listening

Relationship-building

Tech-savviness

Job description

job summary

Our client is one of the world's largest investment companies, widely recognized for its client-first approach, high ethical standards, and collaborative, team-oriented culture. As a trusted leader in the financial services industry, they empower everyday investors to achieve their financial goals through accessible solutions, integrity, and dedicated support.

What You'll Do As a Client Relations Associate

you will go beyond standard customer service to become a trusted subject matter expert for investors. Using virtual technology, you will build meaningful client relationships and guide callers toward the right financial solutions.

• Serve as the primary point of contact for inbound client calls, assisting investors with inquiries regarding accounts, funds, and financial products.
• Execute monetary and administrative transactions accurately while adhering to standardized compliance processes.
• Take a consultative approach to understand each client's unique investment needs and position appropriate products, services, or next steps.
• Break down complex financial and technical concepts into clear, easy-to-understand guidance.
• Document and report client insights and feedback to support ongoing process improvement efforts.
• Develop strong foundational knowledge of proprietary investment funds, services, and the broader financial services landscape, while contributing to special projects as needed.

What You’ll Bring to the Table

• Strong communication, active listening, and relationship-building skills, paired with the ability to explain complex information clearly.
• High technical aptitude and a genuine eagerness to master new virtual software and financial platforms.
• Self‑motivation, adaptability, and the resilience to thrive in a fast‑paced, evolving environment.
• A collaborative mindset that values respect, accountability, and working within a tight‑knit team dedicated to helping others.
• A strong interest in learning the financial services industry and growing your career in wealth management or client support.
• Technical & Home Office Requirements: A dedicated, private home workspace free from public access to ensure strict data protection, along with high-speed internet

Why Join Us

• Competitive Pay & Perks: Earn $23.00/hour with occasional overtime opportunities based on business needs.
• Comprehensive Benefits Package: Access medical, dental, vision, short-term disability, life insurance, and a 401(k) plan through our staffing partnership.
• Paid, Structured Onboarding: Kick off with a paid Friday equipment pickup and New Hire Orientation prior to Day 1, followed by a comprehensive 25‑day paid training program designed to turn you into a confident industry expert (100% attendance required).
• Balanced Hybrid Flexibility: Enjoy a predictable Monday‑Friday schedule with the best of both worlds‑work remotely on Mondays and Fridays, and collaborate in person with your team Tuesdays through Thursday

location: Scottsdale, AZ

job type: Permanent

salary: 23 - 23 USD per hour

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 [e-mail].

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.