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Vanguard · 3 months ago

Client Service Excellence Representative

Charlotte, NC

Full-time

Hybrid

Mid Level

$60K/yr - $68K/yr

3+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Client Service Excellence Center associate to assist clients with account-related needs and provide exceptional client service.

FinanceFinancial Services

No H1B

Responsibilities

Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues

Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients

Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience

Qualification

Customer service experienceClient relationship managementSeries 7 licenseSeries 63 licenseInterpersonal skillsLearner's attitudeDesire for stabilityOwnership mindset

Required

3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills

A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust

A learner's attitude and an appetite to continuously build your knowledge

High school, associate degree, or bachelor's degree

This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties

A desire for stability and takes pride in building a long-term career in client service