Vanguard Australia4 followers21 jobs

Client Services Associate

JuniorFull-timeHybridMelbourne VIC, AustraliaFinancePeople and cultureCustomer servicePosted 3 months ago
View your fit0 of 9 criteria met

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

📞

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.

Skills you'll need

🤝

Client services experience

Experience in client services, preferably in a contact center environment, with a focus on delivering top-tier service.
🔍

Analytical skills

Strong analytical capabilities, research, and time management skills to effectively manage client inquiries and issues.
💬

Communication skills

Ability to develop and maintain relationships with external providers and internal partners through effective communication.
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Meet the team

About the company

View your fit

0 of 5 criteria met
2+ years in finance services
Experience in Superannuation or Fund Management industry is essential.

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Client services experience
Proven experience in a contact center environment with phone-based interactions.

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Strong analytical skills
Ability to conduct research and manage time effectively.

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Relationship management skills
Experience developing relationships with external providers and internal partners.

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Regulatory knowledge
Understanding of legal, tax, and regulatory issues in financial services.

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