Call Center Associate - Hybrid in Scottsdale

Responsibilities Taking inbound calls from clients to assist them with their investment needs. Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types. Providing guidance to individuals as they work through the hoops of the challenge(s) that they are facing. Completing administrative tasks that correlate to the request of the client and the work you have completed. Documents and notates client interactions for case notes. Navigates multiple computer screens, resources, and software to provide accurate responses to client inquiries. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry. Key Characteristics of a Qualified Candidate Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs. Have an empathetic predisposition and can navigate difficult and sensitive client situations well. Have strong verbal/written communication skills to relay complex information that can be understood easily and ability to document client situation through detailed clear notes. Have attention for detail, thoroughness, and consistency in the work produced and upholding to high standards. Are a fast learner, can multi-task, and have a passion for continuous learning to become a subject matter expert to provide a world class service. Demonstrate self-sufficiency by using resources to find solutions for clients and accomplishing their requests effectively while maintaining efficiency to meet department metrics. Have strong organizational skills to be able to prioritize client requests and can adapt in a fast-paced and changing work environment. Requirements We have 2 classes and both are hybrid in training and after. Depending on when they clear, could be supporting the SSO class or the Investment Class - all phones. Start Date - pending clearance is 4/10 or 4/24. There is a written and typing test assessment. Ask and include on screen: how many WPM do you type and do you have access to a laptop. Can you pass BG; is there anything that will come up. Can you commute and work hybrid (MF remote, T, W, Th onsite). Do you have any time off scheduled in first 90 days of start. Speedtests with submittals - minimum required is 40Mbps download and 10Mbps upload. #J-18808-Ljbffr Energy Jobline ZR