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
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