
Client Services Associate
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:
- Provide excellent customer service to Vanguard clients, responding to inquiries in a timely and professional manner.
- Develop and maintain positive relationships with clients to ensure customer satisfaction.
- Resolve customer issues or complaints in an efficient and effective manner.
- Stay abreast of new products and services offered by Vanguard, as well as changes to existing ones.
- Assist clients with account setup, access, and navigation.
- Utilize problem-solving and critical thinking skills to identify solutions to customer inquiries.
- Proactively communicate with clients regarding upcoming changes and updates.
- Follow up with clients to ensure satisfaction and address any additional needs.
- Accurately document customer interactions and inquiries.
- Generate reports and customer service metrics to measure performance.
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
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
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
collaboration
Adaptability
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.
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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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