Client Service Manager working with assigned Client Managers to maintain and grow existing Small Group business. Ensuring positive account relationships and effective communication with clients and internal teams.
About the role
- Client Service Excellence Representative assisting clients with account-related inquiries via phone. At Vanguard, delivering exceptional client experiences through support and expertise.
Responsibilities
- Connect with clients via inbound phone calls to assist with account-related inquiries
- Maintain strong performance metrics
- Increase functional expertise through direct upskilling and training programs
Requirements
- 3+ years of customer-facing and/or in-bound phone experience
- Strong interpersonal and client relationship management (CRM)
- High school, associate degree, or bachelor’s degree
- Desire for stability and longevity in a role
- Must obtain Series 7 and 63 regulatory license
Benefits
- Fully paid training
- Access to learning and development resources
- Coaching by leaders
- Quarterly in-office collaboration activities
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