Client Service Representative

6 days ago


Scottsdale, Arizona, United States Vanguard Full time
About This Role

Vanguard is seeking a highly skilled Client Service Excellence Representative to join our team. As a key member of our client-facing team, you will be responsible for providing exceptional service to our clients, responding to their inquiries, and helping them achieve their financial goals.

Responsibilities
  • Respond to a wide range of client inquiries, from financial planning to account management.
  • Maintain strong performance metrics and continuously improve your knowledge and skills.
  • Develop and maintain strong relationships with clients, providing timely and accurate solutions to their needs.
  • Work collaboratively with other team members to achieve business objectives and provide exceptional client service.
What We Offer

Vanguard is committed to providing a supportive and inclusive work environment, with opportunities for growth and development. As a Client Service Excellence Representative, you will have access to:

  • Fully paid training and licensing program, including Series 7 and 63 regulatory licenses.
  • Access to learning and development resources to equip you with the skills and knowledge needed to succeed in this role.
  • Coaching and mentoring from experienced leaders to help you excel in your role.
  • Quarterly in-office collaboration activities to build a culture of teamwork and inclusion.
Requirements

To be successful in this role, you will need:

  • 3+ years of customer-facing and/or in-bound phone experience, with a strong focus on client relationship management.
  • A desire for stability and longevity in a role, with a commitment to delivering exceptional client service.
  • A learner's attitude and an appetite to continuously build your financial knowledge.
  • High school, associate degree, or bachelor's degree.
About Vanguard

Vanguard is a global market leader in investment management, with a commitment to providing exceptional service to our clients. We believe in building diverse, inclusive, and highly effective teams, and we empower our crew to contribute their unique strengths to achieving our core purpose.



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