
Client Services Associate
As a Client Services Associate at Vanguard, you are responsible for delivering outstanding customer service to our clients. You will be a trusted adviser and partner in creating a positive experience for each and every client. This is an ideal role for someone with excellent communication and problem-solving skills who is passionate about helping others. To succeed in this role, you must have excellent customer service experience, with a strong focus on providing a great experience to our clients. You must have strong interpersonal skills, be comfortable working in a fast-paced environment, and have the ability to multitask. A strong background in financial services and a customer-centric mindset are highly desirable. This role requires strong attention to detail and the ability to work as part of a team.
Responsibilities:
- Provide superior customer service to Vanguard clients.
- Act as a trusted adviser to create a positive experience for each client.
- Maintain excellent communication and problem-solving skills.
- Demonstrate strong interpersonal skills and the ability to multitask.
- Possess a strong background in financial services and a customer-centric mindset.
- Pay close attention to detail and work well in a team environment.
- Use best practices to ensure accuracy and quality of service.
- Respond to client inquiries and resolve any customer service issues.
- Maintain customer records and ensure data accuracy.
- Update customer profiles and contact information.
Knowledge Of Financial Services Industry
Ability To Work In A Fast-Paced Environment
Attention To Detail
Problem-Solving Skills
Strong Customer Service Orientation
Proficiency With Microsoft Office Suite
Ability To Multi-Task
Excellent Communication Skills (Written And Verbal)
Documentation
Process Improvement
Data Entry
Communication
Time Management
Scheduling
Multitasking
customer service
Compliance
Organization
Client Relations
Problem-Solving
Technical Proficiency
Resourcefulness
Financial Literacy
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organizational skills
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Services Associate in Mumbai, Maharashtra, India is Rs.1,20,000 - Rs.4,50,000. This range will vary depending on the employer and the individual's experience and qualifications.
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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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