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
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
High Net Worth Client Case Representative, Senior Associate
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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