Core Responsibilities
1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
2. Follows standardized processes to complete monetary and administrative transactions.
3. Documents and reports client feedback for process improvement efforts.
4. Uses consultative approach to position products and services to clients.
5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
6. Participates in special projects and performs other duties as assigned.
Qualifications
- Prior customer service experience in Financial Services industry preferred.
- Undergraduate degree or equivalent combination of training and experience strongly preferred. High school degree or GED 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.