Client Service Associate
at Vanguard Group Inc
Melbourne, Victoria, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 23 Sep, 2024 | Not Specified | 24 Jun, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
How To Apply:
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Responsibilities:
- Serve as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves complex account issues and handles escalated issues via third-party providers.
- Ensures the completion of deliverables for assigned tasks as needed to support the team’s daily objectives and oversight activities.
- Follows standardized procedures to meet client needs. May conduct research for complex requests.
- Documents client and team feedback in support of service improvement efforts within the business.
- Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
- Uses a consultative approach to position products and services to clients.
- Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Participates in special projects and performs other duties as assigned.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Melbourne VIC, Australia
