Vanguard Australia7 followers15 jobs

Client Services Associate

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaFinanceCustomer servicePosted 2 months agoVerified 2 months ago
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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

📞

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

📞

2+ years in finance services

Experience in Superannuation or Fund Management industry is preferred.

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🤝

Client services experience

Proven background in a contact center environment is required.

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🔍

Strong analytical skills

Ability to conduct research and manage time effectively.

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Meet the team

About the company

View your fit

5 criteria for this job
2+ years in finance services
Experience in Superannuation or Fund Management industry is preferred.

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Client services experience
Proven background in a contact center environment is required.

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

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Relationship management skills
Capability to build relationships with external and internal partners.

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Undergraduate degree or equivalent
Relevant education or training is required.

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