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Client Relationship Associate (Hybrid)

Client Relationship Associate (Hybrid)

RandstadMalvern, PA, US
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Job Description

Job Description

A leading, mission-driven investment management firm is seeking a motivated and client-focused Client Relationship Associate to join our team in a hybrid capacity . This is a fantastic opportunity for an individual passionate about financial services to build a career at an industry leader dedicated to serving the interests of individual investors. You will be instrumental in delivering exceptional service and support to our valued clients.

Responsibilities

  • Serve as the primary point of contact for a dedicated segment of our clients, addressing inquiries related to account maintenance, investment products, transactional needs, and general financial guidance.
  • Deepen client relationships by understanding their financial goals, educating them on appropriate investment solutions, and identifying opportunities for enhanced service.
  • Conduct high-quality service interactions via phone, email, and virtual meetings, ensuring a seamless and positive client experience.
  • Navigate and master various internal systems and tools to efficiently resolve client requests and perform necessary account functions.
  • Stay current on market trends, regulatory changes, and the firm's product offerings to provide accurate and relevant information.
  • Collaborate closely with internal partners, including financial advisors and operations teams, to ensure comprehensive client support.
  • Adhere to all compliance and regulatory standards in all client interactions.

Qualifications

Required Skills & Experience

  • Bachelor’s degree in Finance, Economics, Business, or a related field, or an equivalent combination of education and experience.
  • 1-3 years of experience in a client-facing role within the financial services industry, demonstrating strong relationship-building and service skills.
  • Excellent communication skills (verbal and written) with the ability to articulate complex financial concepts clearly and confidently.
  • Proven ability to manage multiple tasks in a fast-paced environment while maintaining a high level of accuracy and attention to detail.
  • Strong technical aptitude and comfort learning new software and systems.
  • Commitment to the highest standards of integrity and ethical behavior.

    • Company Description

    Randstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

    We can’t wait to tell you all about it!

    Company Description

    Randstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing. \r\n\r\nWe can’t wait to tell you all about it!

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    Client Relationship Associate • Malvern, PA, US

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