Client Care Services Coordinator
6 days ago
Vanguard is a leading provider of investment services and products. We are seeking a Client Care Services Coordinator to join our team.
In this role, you will be responsible for providing exceptional client service and support to financial advisors and their clients.
The ideal candidate will have a strong understanding of investment products, portfolio management, and client needs analysis. You will also possess excellent communication skills, the ability to work in a team environment, and a passion for delivering outstanding customer service.
Key Responsibilities:
- Partner with financial advisors to deliver exceptional client service and support
- Develop and maintain current knowledge of Vanguard's funds, services, and technology
- Participate in special projects and perform other duties as assigned
We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience. Additionally, we provide fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
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