Client Relations Specialist — Hybrid (Investment Services)

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

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.