Core Responsibilities
1. Provides exceptional client service through strong interpersonal and client relationship management (CRM) skills.
2. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general and complex account issues.
3. Follows standardized procedures to meet client needs. May conduct research for complex requests.
4. Documents client and team feedback in support of service improvement efforts within the business.
5. Uses consultative approach to position products and services to clients.
6. 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.
7. Participates and contributes to learning and development across team.
8. Performs other duties as assigned.
Qualifications
Minimum of two years related work experience required. Experience in client services preferred.
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.