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Client Service Representative I
VanguardLiaison for Vanguard Workplace clients partnering with various departments to meet service needs. Analyze issues and recommend strategic changes to enhance operational efficiencies.
About the role
Key responsibilities & impact- Act as the liaison for Vanguard Workplace clients
- Partner with Client Services, Implementation Services, Operations, Trust Services, Participant Services
- Coordinate resolution of processing and administrative issues
- Communicate issues related to daily plan administration
- Analyze operational issues and identify trends
- Recommend strategic plan and workflow changes
Requirements
What you’ll need- Minimum of two years related work experience in the Financial Services industry
- Experience in client services preferred
- Undergraduate degree or equivalent combination of training and experience required
- Client Relationship Management skills
- Proficiency with Microsoft Office Products preferred
- Ability to organize, prioritize, and multitask
- Analytical and detail oriented
- Excellent written and verbal communication skills
- Ability to exercise good judgment in decision-making
- Excellent time management skills
Benefits
Comp & perks- Hybrid working model
- Opportunities for professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Client Relationship ManagementOrganizational skillsPrioritizationMultitaskingAnalytical skillsDetail orientedWritten communicationVerbal communicationJudgmentTime management