Vanguard
Financial Services
ClientServiceExcellenceCenterRepresentative
“Client Service Excellence Center Representative at Vanguard. Skills: Client Service, Account Management, Financial Products. Provide exceptional client service. Serve as initial point of contact”
Industry & Context.
Resolves general and complex account issues; May conduct research for complex requests
Regulatory license and/or registration required
What They're Looking For.
Must Have
Minimum of two years related work experience required, Undergraduate degree or equivalent combination of training and experience required, Regulatory license and/or registration (e.g. FINRA, state, SFC)
Nice to Have
Experience in client services preferred
What You'll Do.
Provide exceptional client service
Serve as initial point of contact
Respond to requests for information
Resolve account issues
Follow standardized procedures
Conduct research for requests
Document client and team feedback
Use consultative approach to position products
Develop functional expertise of Vanguard funds
Develop knowledge of Financial Services industry
Participate in learning and development
How You'll Work.
Team & Collaboration
Contributes to learning and development across team; Documents client and team feedback
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