Client Representative, Senior Associate (Digital Correspondent)

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Responsibilities

Serve as the initial point of contact for Personal Investor clients through chat secure message center and nonsecure message channels. Respond to requests for investment fund and account information and resolve complex account issues.
Follow standardized procedures to meet client needs while exercising sound judgment for more complex requests. Conduct research as needed to support accurate and timely resolution.
Use a consultative approach to appropriately position Vanguard products and services based on client needs goals and circumstances.
Develop and maintain proficient knowledge of Vanguard funds products and services. Build understanding of the broader financial services industry including relevant legal tax and regulatory considerations to effectively guide clients.
Document client interactions trends and team feedback to support service improvement efforts and operational enhancements within the business.
Operate effectively in a fastpaced highvolume environment including managing chat concurrency and adapting to frequent changes driven by new pilots tools and client experience enhancements.
Participate in special projects and perform other duties as assigned.

Qualifications

Minimum of two years of related work experience required.
Undergraduate degree or equivalent combination of training and experience required.
Required active regulatory licenses: SIE Series 7 and Series 63 prior to start

Preferred Qualifications

Prior clientfacing experience in financial services investments or retirementrelated support.
Experience supporting clients through chat written or digital service channels in a regulated environment.
Familiarity with email correspondence systems live chat platforms and/or secure messaging tools
Ability to effectively multitask and manage multiple client interactions simultaneously in a highvolume setting.

Please note this role is hybrid and you would be expected to work on-site in a Vanguard office on Tuesdays Wednesdays and Thursdays.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.

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.

Required Experience:

Senior IC

ResponsibilitiesServe as the initial point of contact for Personal Investor clients through chat secure message center and nonsecure message channels. Respond to requests for investment fund and account information and resolve complex account issues.Follow standardized procedures to meet client need...