Client Service Excellence Center Representative (AZ)

Scottsdaleonsitemid

Posted 1w ago · via Workday

About this role

Core Responsibilities 1. Provides exceptional client service through strong interpersonal and client relationship management (CRM) skills. 2. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general and complex account issues. 3. Follows standardized procedures to meet client needs. May conduct research for complex requests. 4. Documents client and team feedback in support of service improvement efforts within the business. 5. Uses consultative approach to position products and services to clients. 6. Develops increased functional expertise of Vanguard funds, products, and services .…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Scottsdale. We weight your proximity and willingness to relocate.

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