Customer Service Representative – Financial Processing Associate
$20/hour
Onsite for training – Scottsdale, AZ – 100% remote after training
Temp to hire potential
Training:
100% attendance is required during training period of 3-6 weeks
Schedule during training – 8:30-5:00 Monday-Friday
5 Day Work Week Monday-Friday: 9:30am- 6pm
Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. (Ex: checks, withdrawals, changes to accounts)
Partners with Vanguard Associates in working through complex processing issues to ensure timely completion.
Develops a working knowledge of Vanguard’s processing systems, group policies and procedures.
Communicates with Vanguard clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and Vanguard’s internal policies regarding client contact.
Maintains department standards for quality and productivity.
Works collaboratively with peers and management in a strong team environment.
Meets with Manager to discuss performance, business trends and issues impacting the Processing team.
Participates in special projects and performs other duties as assigned.
Qualifications
Other Details:
Typical work week is 37.50 hours, however, during peak tax season (December to April) the work week is 40 hours. Overtime is sometimes offered by the department.
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