Client Service Excellence Center Representative (PA)

Vanguard • Malvern, PA

4d • Hybrid

About The Position

This role provides exceptional client service through strong interpersonal and client relationship management skills. The representative serves as the initial point of contact for clients, responding to requests for investment, fund, and account information, and resolving general and complex account issues. The position follows standardized procedures to meet client needs, may conduct research for complex requests, and documents client and team feedback to support service improvement efforts. A consultative approach is used to position products and services, and the representative develops functional expertise of Vanguard funds, products, and services, as well as knowledge of the Financial Services industry and related legal, tax, and regulatory issues. Participation and contribution to learning and development across the team are expected, along with performing other duties as assigned.

Requirements

• Minimum of two years related work experience required.
• 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.

Nice To Haves

• Experience in client services preferred.

Responsibilities

• Provides exceptional client service through strong interpersonal and client relationship management (CRM) skills.
• Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general and complex account issues.
• Follows standardized procedures to meet client needs. May conduct research for complex requests.
• Documents client and team feedback in support of service improvement efforts within the business.
• Uses consultative approach to position products and services to clients.
• Develops increased functional expertise of Vanguard funds, products, and services. Develops and deepens knowledge of the Financial Services industry and related legal, tax, and regulatory issues to guide clients.
• Participates and contributes to learning and development across team.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree