Client Services Associate
About the job
Vanguard Australia is seeking a Client Services Associate to join their dynamic Personal Investor business. This job is all about delivering exceptional service to both existing and new clients, as well as supporting Vanguard Super members. The team thrives in a fast-paced environment, where collaboration and a client-first mentality are key to achieving long-term financial goals.
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.✅
Completing deliverables
Ensuring the completion of 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 preferred.View
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Client services experience
Proven background in a contact center environment is required.View
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Strong analytical skills
Ability to conduct research and manage time effectively.View
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