Client Service Excellence Center Representative (AZ)

The Vanguard Group • Scottsdale, AZ

19d • Hybrid

About The Position

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. 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.

Requirements

• Minimum of two years related work experience.
• Experience in client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• 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.

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