Sales Support Coordinator, Senior Associate
About The Position
At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Requirements
- Two years related work experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Responsibilities
- Provides sales and service to participants, covering a wide range of products, but not limited to, advice, brokerage, and short-term savings solutions.
- Understands and incorporates key pieces of both workplace and brokerage acumen.
- Follows up with Participants on leads and money movement as temporary point of contact.
- Provides feedback and participates in the development of the future of this evolving role.
- Participates in sales meetings, events, and other logistics for sales related activities.
- Gathers metrics for data analysis.
- Improves sales and client relationship management outcomes.
- Participates in special projects and performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
