Client Services Associate

Vanguard is seeking an organized and customer-focused individual to join our team as a Client Services Associate. We are looking for someone who is passionate about helping our clients achieve their financial goals and providing an exceptional customer experience. Our ideal candidate will have strong interpersonal and communication skills, a high level of attention to detail, and an enthusiasm for problem-solving. If you are looking for a challenging and rewarding role in the finance industry, we want to hear from you.

Responsibilities:

1. Provide friendly and efficient customer service to clients to ensure their satisfaction.
2. Respond to client inquiries and requests through phone and email in a timely and professional manner.
3. Educate clients on financial products and services to help them make informed decisions.
4. Accurately and efficiently process financial transactions for clients.
5. Develop strong relationships with clients by providing exceptional customer service.
6. Resolve customer complaints and escalate issues to the appropriate personnel.
7. Maintain up-to-date knowledge of Vanguard products and services and financial industry trends.
8. Remain organized and maintain accurate records of client interactions.
9. Identify opportunities to improve customer service processes and procedures.
10. Adhere to industry regulations and best practices.

According to JobzMall, the average salary range for a Client Services Associate in Charlotte, NC, USA is between $30,000 and $50,000. This range may vary based on experience, industry, and other factors.

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.