Call Center Customer Service Representative

Responsibilities

• Taking inbound calls from clients to assist clients to assist them with their investment needs
• Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types
• Providing guidance to individuals as they work through the hoops of the challenge(s) that they are facing
• Completing administrative tasks that correlate to the request of the client and the work you have completed
• Documents and notates client interactions for case notes
• Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries
• Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.

• Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs
• Have an empathetic predisposition and can navigate difficult and sensitive client situations well
• Have strong verbal/written communication skills to relay complex information that can be understood easily and ability to document client situation through detailed clear notes
• Have attention for detail, thoroughness, and consistency in the work produced and upholding to high standards
• Are a fast learner, can multi-task, and have a passion for continuous learning to become a subject matter expert to provide a world class service
• Demonstrate self-sufficiency by using resources to find solutions for clients and accomplishing their requests effectively while maintaining efficiency to meet department metrics
• Have strong organizational skills to be able to prioritize client requests and can adapt in a fast-paced and changing work environment.