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Financial Solutions Advisor

1 week ago

Melbourne, Victoria, Australia The Vanguard Group Full time

About The Vanguard Group

We are a global leader in investment management, serving over 50 million investors worldwide.

Our Financial Solutions Advisors play a critical role in delivering exceptional service to our clients, working closely with them to understand their needs and develop tailored solutions.

This role involves analyzing complex client requests, identifying opportunities to add value, and collaborating with internal teams to ensure seamless delivery of services.

Key Responsibilities:

  • Develop and implement client-centric solutions
  • Collaborate with internal teams to ensure seamless delivery of services
  • Analyze complex client requests and identify opportunities to add value
  • Deliver exceptional service to clients through multiple channels

Requirements:

  • Minimum 3 years experience in a related field, preferably in financial services
  • Demonstrated ability to work in a customer-facing role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills