Nicole Siesel
Client Relations Associate, Vanguard Investments
- Role
- Customer Relationship Specialist at Vanguard
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Customer Relationship Specialist
Feb 2025 — Present · US
At Vanguard, we are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard.As a Client Relations Associate, I partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.A Client Relations Associate must lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients.Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.This requires a strong interpersonal and client relationship management (CRM) skills set to engage with our clients and our “crew.”Customer-facing and/or in-bound phone experience.A learner\'s mindset and an appetite for learning. As a Client Relations Associate, I will have obtained a Series 7 and 63 regulatory license and/or registration.
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