Senior Advisor Services Associate
About the job
The Senior Adviser Services Associate job at Vanguard Australia is all about delivering exceptional service to external Financial Advisers and their clients. This role plays a crucial part in ensuring a seamless experience for clients and advisers, contributing directly to Vanguard's reputation for service excellence. The team thrives on collaboration and is committed to continuous improvement, making it an exciting opportunity for anyone looking to grow in a high-performing environment.
You'll be responsible for
📞
Serving as the initial point of contact
Responding to requests for investment, fund, and account information, and resolving complex account issues.🌟
Delivering exceptional service
Focusing on first-contact resolution across inbound calls, Secure Message, and email.🤝
Building strong relationships
Proactively communicating with advisers, their support staff, and investors to foster strong connections.Key criteria
💼
Three years in financial services
Experience in Superannuation, Investments, or Fund Management.View
📞
Adviser services experience
Background in contact centre or client-facing environments.View
🗣️
Excellent communication skills
Ability to engage professionally with clients and advisers.View
View more
