About this role
Answers client requests and completes transactions to resolve client needs. May escalate issues.
Core Responsibilities
-
Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
-
Follows standardized processes to complete monetary and administrative transactions.
-
Documents and reports client feedback for process improvement efforts.
-
Uses consultative approach to position products and services to clients.
-
Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
-
Participates in special projects and performs other duties as assigned.
Qualifications
-
Minimum of one year related work experience required. Experience in client services preferred.
-
Undergraduate degree or equivalent combination of training and experience required.
-
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
-
How We Work
-
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.