Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
About the role
- Client Service Excellence Center associate providing exceptional service via inbound calls to assist clients with financial inquiries at Vanguard. Requires strong client service experience and licensing.
Responsibilities
- Connect with clients via inbound phone calls to assist with account-related needs.
- Solve problems and provide timely and accurate solutions to clients.
- Collaborate with internal departments to improve client and crew experience.
Requirements
- 3+ years of customer-facing and/or inbound phone experience.
- Strong interpersonal and client relationship management skills.
- High school diploma, associate degree, or bachelor's degree required.
- Series 7 and 63 regulatory license and/or registration required (to be obtained within 14 days of start date).
Benefits
- Comprehensive benefits package designed with crew in mind, including financial and career stability, longevity, and balance.
- Quarterly performance-based bonuses.
- Merit increases.
- Company bonuses.
- Milestone rewards: $10,000 at 3-year anniversary, $20,000 at 5-year anniversary, $20,000 every 5 years thereafter.
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