About this role
Vanguard is a company with a client-first mentality dedicated to supporting investors through various life stages. They are seeking a Client Relationship Associate to assist clients with financial inquiries via inbound phone calls, ensuring they feel supported and providing timely solutions.
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 a problem-solving mindset to 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