Vanguard's CRM Skills: Personal Experiences

Throughout my time at Vanguard I have been able to develop CRM skills, gain an understanding of retirement plans, products and services for institution plans, all while consistently exceeding departmental call handle times and providing high-quality service to clients, as demonstrated by my numerous “Exceptional Customer Service” awards. I was therefore excited to learn about the opening for a Flagship associate, a role I believe will provide the optimal opportunity for me to demonstrate the knowledge and efficiency I have honed in my current role with Vanguard’s high net-worth clients.

I thrive in roles where there is client interaction. My favorite part about my current role is being able to educate and assist clients and I receive the most satisfaction from knowing that through diligence and research I have resolved a problem for a client or have made them aware of a beneficial service or feature that they may not have …show more content…
Informally, as one of the more tenured associates, I assist members of my team as well as members of the Spanish line with questions and problem solving. Through teaching and assisting associates I have found that I have now developed the ability to simplify and explain difficult concepts to people with various levels of knowledge. I believe it is also important to engage in Vanguard as a corporation. I have been a part of the planning committee for HOLA’s first ever signature event in Leadership and regularly attend discussions and events hosted by VBPN. In my personal life I am currently pursuing my MBA as a part of my desire to continuously educate myself both inside and outside of work.

I plan to bring my expertise, efficiency and will to learn to my new role. I hope to use my experience and knowledge of Vanguard’s products and services to assist our clients and continue to provide them with the quality service they expect from