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Client Service Excellence Representative - RS at The Vanguard Group, Inc. - ApplyBlast

Client Service Excellence Representative - RS

The Vanguard Group, Inc.

4 months ago

Remote

Full Time

Senior

5 applicants

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About this role

A Client Service Excellence Center associate at Vanguard connects with clients via inbound phone calls to assist with account-related needs and life events, such as buying a home or preparing for retirement. The role requires a licensed individual with strong client service experience to solve problems, identify client needs, and collaborate across internal departments to improve the overall client experience.

Responsibilities

Answer inbound phone calls to assist clients with account-related inquiries
Resolve issues and identify client needs with empathy and an owner's mindset
Collaborate with internal departments to continuously improve the client experience
Guide clients through life events such as buying a home or retirement planning
Maintain accurate client information and ensure timely solutions to problem