Real Time Technical Support Specialist

Job description

Core Responsibilities Partners with stakeholders in Wealth Management and Information Technology to provide world class service to sensitive UHNW clients experiencing technical issues with the Vanguard website and mobile app. Assist clients with browser and access issues, document and access troubleshooting, technical errors with Yodlee and Quicken, as well as general Vanguard technology support. Analyzes and provides recommendations on opportunities to improve business processes and operational efficiencies. Contributes to the development, implementation, and maintenance of standardized processes. Manage relationships with internal business partners to achieve resolutions. Participates in special projects and performs other duties as assigned. Qualifications: Undergraduate degree or equivalent combination of training and experience. Proven experience in resolving technical issues with a strong understanding of Vanguard Systems, CRAVE, Vanguard.com, and experience with Yodlee and Quicken. Ability to independently drive performance outcomes, using available resources and keeping leadership informed of progress and risks. Demonstrated ability to build rapport quickly and effectively...