Jacob Borders

Business Professional With In-Depth Experience in Customer Success, Team Leadership/Development, & Operations

Role
High Net Worth Client Case Representative, Senior Associate at Vanguard
Location
Rock Hill, SC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jacob Borders

Clemson 2019 grad. 5+ years of business professional experience. Top producing in sales, manager of teams, and experience in customer service.

Experience

  1. High Net Worth Client Case Representative, Senior Associate

    Vanguard

    Jan 2025 — Present · Charlotte, NC, US

    Facilitated large asset transfers with high accuracy and client satisfaction- Managed a book of business and maintained up-to-date CRM records- Trained and mentored new team members on policies and best practices- Generated sales leads and consistently exceeded performance metrics- Resolved complex client issues with empathy and efficiency.

Education

  • Clemson University

    Bachelor of Applied Science - BASc, Marketing

    2015 — 2019

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Jacob Borders — High Net Worth Client Case Representative, Senior Associate at Vanguard in Rock Hill, SC, US | Unifers