Client Service Associate

Randstad USA; Scottsdale (AZ); On-site; Full time

Job summary

Join a leading investment management company as a Client Relationship Associate, where your passion for client service will help guide individuals through significant life changes. This entry-level role requires strong communication and organizational skills, with a focus on providing empathetic support to clients. Full-time attendance is required, and you'll work in a dynamic environment, adapting to meet performance metrics while ensuring compliance with industry standards.

Qualifications

• Passion for client service with a patient, caring demeanor.
• Exceptional verbal and written communication skills.

Responsibilities

• Handle inbound calls to assist clients through significant life changes.
• Guide beneficiaries and ensure compliance with industry standards.

Skills

Client Service

Communication

Detail-oriented

Multitasking

Organizational Skills

Job description

Job Title: Client Relationship Associate

Are you passionate about helping people, especially during life's pivotal moments? Join the leading investment management company, where client care, ethical integrity, and team collaboration drive everything we do.

Details:

• Pay: $23/hr
• Start Date: 06/13/2025
• Training Schedule: Mon-Sun, 8:30 am - 5 pm, full-time attendance required.
• Work Schedule: Ability to work an 8-hour shift between 8:00 am and 8:00 pm.

Responsibilities:

As a Client Relationship Associate, you'll work in the Change of Ownership department, handling inbound calls to assist clients through significant life changes. Your tasks include guiding beneficiaries, updating accounts, securing assets, and ensuring compliance with industry standards. Knowledge of IRA, individual, and trust accounts is essential, along with delivering empathetic, clear, and knowledgeable support.

Qualifications:

• Passion for client service with a patient, caring demeanor.
• Exceptional verbal and written communication skills.
• Detail-oriented with strong multitasking and organizational skills.
• Quick learner committed to continuous improvement.
• Ability to adapt in a dynamic environment and meet performance metrics.

Additional Information:

• Seniority Level: Entry level
• Employment Type: Contract
• Job Functions: Customer Service, Finance, Public Relations
• Industries: Financial Services, Investment Banking, Telephone Call Centers

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