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Client Service Excellence Representative (FINRA Licensed) at The Vanguard Group, Inc. - ApplyBlast

Client Service Excellence Representative (FINRA Licensed)

The Vanguard Group, Inc.

4 months ago

Remote

Full Time

Senior

8 applicants

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About this role

A Client Service Excellence Center associate at Vanguard connects with investors via inbound phone calls to assist with account-related needs and resolve financial inquiries. The role requires a strong service mindset and the ability to simplify the world of investing for clients while improving the client experience. This position involves collaborating with internal departments to support clients through major life moments, from buying their first home to preparing for retirement.

Responsibilities

Connect with clients via inbound phone calls to assist with account-related needs
Resolve financial inquiries and identify client needs with timely solutions
Partner with clients to simplify the world of investing and ensure support
Collaborate with internal departments to continuously improve client experiences
Maintain empathy and an owner's mindset to solve client problems