Retirement Consultant

Job description

Receives and investigates complex client inquiries, and communicates solutions. Acts as subject matter expert, and manages multiple workflows. May handle escalated issues. Core Responsibilities: 1. Handles and prioritizes complex assigned or escalated client requests. May follow up with internal partners or clients directly to resolve outstanding issues. 2. Follows standardized procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions. 3. Identifies trends in complex issues and collaborates with internal partners to develop solutions. May provide training to less experienced crew. 4. Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise. 5. Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. 6. Participates in special projects and performs other duties as assigned. Qualifications: - Minimum of three years related work experience in the Financial Services ind...