Client Relationship Manager
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess related sales support and investment client services experience, a solid track record in asset management, financial advisory, banking, or a related sector, fluency in both Spanish and English at a business proficiency level, and an undergraduate degree or equivalent combination of training and experience.
Responsibilities
As a Client Services Specialist, you will handle and prioritize client requests, including complex issues and escalations, follow standardized procedures to resolve client issues, conduct research to fulfill complex client requests and transactions, identify applicable internal partners to collaborate with to develop solutions to complex issues, identify trends and contribute to process improvement efforts, ensure client inquiries are resolved and communicated within defined service levels, ensure all communications are within regulatory guidelines and are accurate, clear, and concise, develop and maintain proficient knowledge of Vanguard funds, products, and services, understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients, and participate in special projects and perform other duties as assigned.
Skills
Spanish
English
Client Services
Asset Management
Financial Advisory
Problem-Solving
Communication
Research
Process Improvement
Regulatory Compliance
Vanguard
Client-owned investment management firm offering low-cost funds
About Vanguard
Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.
Key Metrics
Kline Township, PennsylvaniaHeadquarters
1975Year Founded
SECONDARYCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees