Client Relations Specialist

What you’ll be doing:

Working as an Infinia Associate answering and assisting investors with questions, monetary transactions, financial products and services. You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided). You will be using virtual technology to develop relationships with clients and understand their unique investment to position the appropriate solutions or actions.

This job is for you if you:

• Have strong communication and relationship management skills.
• Like to work hard in a professional environment that stresses respect and teamwork.
• Excel in explaining complex information in ways that are easy to understand.
• Want to be part of a small team that’s motivated by helping others and serving the best interests of Vanguard’s investors.
• Demonstrate self-motivation and an overall drive to succeed.
• Are flexible and thrive in fast-paced work environments.
• Ability to learn and adapt to changing situations easily.
• Willingness to develop knowledge of the finance industry.

Core Responsibilities

• Serve as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
• Follow standardized processes to complete monetary and administrative transactions.
• Document and reports client feedback for process improvement efforts.
• Use consultative approach to position products and services to clients.
• Develop basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
• Participate in special projects and performs other duties as assigned.

Additional Details:

• 25 day training provided by the CSO Support Team 100% attendance is expected
• Hours during training - 9:30am- 6:00pm /Arizona time (Monday through Friday). The training period will be a hybrid work model, Monday/Friday will be remote while Tuesday-Thursday will be on site.
• Work hours : 9:30am - 6:00pm for Arizona. The schedule will be a hybrid work model, Monday/Friday will be remote while Tuesday-Thursday will be on site. (37.5-40 hour work week) (Monday through Friday)
• 100% attendance required during the first 3 weeks of employment
• Occasional overtime available based on business needs
• Pay Rate: $20/hr. and after 2 months pay rate increases to $23/hr.
• This role requires an internet speed test that meets this assignments expectation of 1Gbps download speed (1000mbps) and at least 30Mbps upload speed. You will be receiving an $80 per month internet stipend to help offset this cost. The monthly amount for this stipend and/or continuation of receiving the stipend is based on client needs/availability.

Work from home expectations:

• Adherence: Virtually attending all huddles and meetings on time.
• Data protection: Not working in a public area; create a dedicated, private workspace within your home.