Account Services Specialist

3 weeks ago


Scottsdale, Arizona, United States Vanguard Full time
About the Role
This position requires a strong customer service background and a desire to continuously grow your expertise in the field of finance. You will be responsible for responding to a wide range of inquiries from Personal Investor clients, maintaining strong performance metrics, and increasing functional expertise through direct upskilling and training programs.

Responsibilities
We are seeking an individual who can lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions. Key responsibilities include:
* Responding to client inquiries and resolving issues in a timely and professional manner
* Maintaining accurate records of client interactions and transactions
* Collaborating with internal teams to ensure seamless communication and coordination
* Participating in ongoing training and development programs to enhance knowledge and skills

Benefits
Vanguard offers a comprehensive benefits package designed to support our crew members throughout their careers. Benefits include access to learning and development resources, coaching by leaders, and quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion.

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