Client Service Representative

1 week ago


Malvern, Pennsylvania, United States Randstad Full time
Job Overview

Vanguard, a global investment leader, is seeking an experienced Client Service Representative to join their team. This role involves handling inbound calls from clients who have experienced life-changing events, such as inheritance or changes to their accounts.

The successful candidate will be responsible for providing exceptional client service, resolving general account issues, and offering digital assistance. They will also navigate multiple computer screens, resources, and software to provide accurate responses to client inquiries.

Key Responsibilities:
  • Familiarize yourself with different investment account types, including IRA, Individual, and trust accounts, and understand the basic rules and regulations governing them.
  • Provide guidance to beneficiaries on inheriting Vanguard account holder's assets, assisting with web registration, pre-filling forms, and explaining the inheritance process and paperwork required.
  • Complete administrative tasks when notified of a client's passing, such as placing restrictions to secure decedent's information and assets.
  • Document and note client interactions for case notes.
  • Navigate multiple computer screens, resources, and software to provide accurate responses to client inquiries.

This is an excellent opportunity for individuals who enjoy working in a fast-paced environment, are self-sufficient, and can utilize multiple resources to find answers and resolutions independently.



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