Peter McChesney
- Role
- Client Solutions Associate at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Peter McChesney
As of August 2022, I have been working full-time in Vanguard’s Charlotte office. During…
Experience
Client Solutions Associate
Aug 2022 — Present
Earned SIE, Series 7, and Series 63 certifications - Work within Client Care division where I process the backend of vanguards financial systems through casework - Manage relationships with clients via inbound and outbound phone calls to continue developing my strong interpersonal client relationship management skills - Interact with clients both low and ultra-high net worth where I display my strong financial acumen- 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
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