Requirements
Candidates must have at least one year of related work experience and an undergraduate degree or equivalent training. The position also requires obtaining necessary regulatory licenses or registrations as determined by compliance.
Job Description
Core Responsibilities
1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
2. Follows standardized processes to complete monetary and administrative transactions.
3. Documents and reports client feedback for process improvement efforts.
4. Uses consultative approach to position products and services to clients.
5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
6. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of one year related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.