On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
About the role
- Advice Support Representative assists Vanguard advisors with client service needs and executing account changes. Collaborates with financial advisors to deliver tailored solutions for advised clients.
Responsibilities
- Answer inbound calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and advised clients, that may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions
- Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs
- Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients’ service needs
- Develop and maintain current knowledge of Vanguard’s funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard’s funds and products
- Participate in special projects and perform other duties as assigned
Requirements
- The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
- Undergraduate degree or equivalent experience is required
- Interest in financial planning, investment advice, and wealth management (preferred, but not required)
- Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard
- Ability to maintain an understanding of investment planning methodology and plan implementation strategies
- Learning agility to navigate continuously evolving desktop applications and technology-based advice offers
- Excellent communications skills (both written and verbal)
- Strong analytical, organizational, and time management skills
- Confidence speaking directly with clients
Benefits
- Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63
- Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients
- Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
- Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Client Service Administrator at HearingLife Canada serving as the first contact for clients. Managing appointments and providing administrative support to boost customer satisfaction.
Senior Administrator responsible for client inquiries and service excellence at Sun Life. Managing a block of business administration and ensuring timely processing per service level standards.
Associate role in Client Service analyzing brand performance for clients at Kantar. Responsible for project management and client communications to enhance client satisfaction and business growth.