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 expertiseof 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 acrossteam.
8. Performs other duties as assigned.
Qualifications
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.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
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.
How We Work
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.