Vanguard

Client Services Associate

Vanguard

Malvern, PA 19355, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Vanguard is looking for an experienced Client Services Associate to join our team and provide exceptional customer service to our clients. This role requires an individual who is highly organized, detail-oriented, and passionate about ensuring customer satisfaction. The ideal candidate will have a minimum of two years of customer service experience and a proven track record of success in a customer-facing role. Additionally, the successful candidate should possess strong communication and problem-solving skills, as well as a professional, courteous demeanor. If you have a passion for customer service and are looking to join a highly-regarded investment firm, we would love to hear from you.

Responsibilities:

  1. Provide excellent customer service to Vanguard clients, responding to inquiries in a timely and professional manner.
  2. Develop and maintain positive relationships with clients to ensure customer satisfaction.
  3. Resolve customer issues or complaints in an efficient and effective manner.
  4. Stay abreast of new products and services offered by Vanguard, as well as changes to existing ones.
  5. Assist clients with account setup, access, and navigation.
  6. Utilize problem-solving and critical thinking skills to identify solutions to customer inquiries.
  7. Proactively communicate with clients regarding upcoming changes and updates.
  8. Follow up with clients to ensure satisfaction and address any additional needs.
  9. Accurately document customer interactions and inquiries.
  10. Generate reports and customer service metrics to measure performance.
Where is this job?
This job is located at Malvern, PA 19355, USA
Job Qualifications
  • Excellent Communication Skills

  • Excellent Customer Service Skills

  • Strong Interpersonal Skills

  • Proven Track Record Of Problem Solving

  • Experience Working With Clients

  • Critical Thinking And Decision-Making Skills

  • Proficient In Microsoft Office Applications

  • Knowledge Of Financial Products And Services

Required Skills
  • Financial Analysis

  • Process Improvement

  • Data Entry

  • Troubleshooting

  • Account Management

  • Microsoft Office

  • Technical Support

  • Product knowledge

  • Problem Solving

  • Negotiation

  • customer service

  • Reporting

  • Compliance

  • Interpersonal Communication

  • Client Relations

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Client Services Associate in Malvern, PA 19355, USA is $36,000 to $54,000 per year. The salary range may vary depending on the individual's qualifications, experience, location, and other factors.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 20th, 2023
Apply BeforeMay 22nd, 2025
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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