Client Services Associate
About the job
This job is about joining Vanguard Australia as a Client Services Associate, where you will play a vital role in delivering exceptional service to clients. Your contributions will help ensure that both existing and new clients receive the support they need to achieve their financial goals. The team thrives on collaboration and values a client-first mentality, creating a dynamic environment where everyone can grow and succeed.
You'll be responsible for
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Serving as the initial point of contact
Responding to requests for investment, fund, and account information while resolving complex account issues.✅
Ensuring task completion
Completing deliverables for assigned tasks to support the team's daily objectives and oversight activities.📝
Documenting feedback
Recording client and team feedback to support service improvement efforts within the business.Key criteria
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2+ years in finance services
Experience in Superannuation or Fund Management industry is essential.View
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Client services experience
Proven experience in a contact center environment with phone-based interactions.View
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Strong analytical skills
Ability to conduct research and manage time effectively.View
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