Client Services Associate
Core
Answer client requests and manage interactions to resolve client needs for Vanguard Personal Investor clients and Super members.
Role type
Client Services Associate
Builds
High quality service delivery for existing and new clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
client services, phone-based experience, research, time management, regulatory license knowledge (RG146)
Preferred skills
Finance Services experience, Superannuation or Fund Management Industry experience, process improvement, consultative approach
Technologies
Vanguard funds, products, and services
Responsibilities
Serve as initial point of contact for clients, resolve complex account issues, follow standardised procedures, document client feedback, recommend process improvements, provide support and guidance to team members, develop knowledge of Vanguard funds and regulatory issues, oversee third-party providers
Seniority
Individual Contributor