Demo

Client Experience Associate

Randstad
Malvern, PA Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 4/30/2025

About Us:

We are a leading financial services company committed to a client-first philosophy, high ethical standards, and a collaborative, team-oriented culture.

The Opportunity:

In this role, you will play a crucial role in providing exceptional service and building lasting relationships with our valued investors.

Your Responsibilities:

  • Serve as the initial point of contact for client inquiries.
  • Complete monetary and administrative transactions following standardized processes.
  • Position products and services using a consultative approach.
  • Develop knowledge of funds, products, and services.
  • Participate in special projects as assigned.

What We're Looking For:

  • Strong communication and relationship management skills.
  • Aptitude for learning new software technologies.
  • Ability to explain complex information clearly and concisely.
  • Team-oriented mindset with a commitment to helping others.
  • Self-motivation and a drive to succeed.
  • Flexibility and adaptability in a fast-paced environment.
  • Willingness to learn and grow within the financial industry.

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