Call Center Associate - Hybrid

Job Description

Job Description

What you’ll be doing:

As a Client Relationship Associate, you will handle inbound calls related to participant death with care, professionalism, and empathy. You will assist beneficiaries with inquiries on deceased participant accounts, helping them navigate next steps during a sensitive time. In this role, you serve as more than a call center representative, you are a trusted resource and technical subject matter expert (paid training provided). Using Vanguard’s virtual tools and resources, you will build meaningful client relationships, understand individual circumstances, and take the appropriate actions to support a positive client experience.

This job is for you if you:

Demonstrate strong communication and relationship management skills during sensitive conversations.

Thrive in a professional, team‐oriented environment that stresses respect, teamwork, and accountability.

Skilled in explaining complex or technical information in a clear, compassionate, and easy‐to‐understand way.

Are motivated by helping others

Demonstrate self-motivation and an overall drive to succeed.

Are adaptable and able to remain focused in a fast‐paced, changing environment.

Learn and adapt quickly to changing situations with ease.

Are willing to develop knowledge of the financial services industry.

Core Responsibilities

• Serves as the initial point of contact for clients. Responds to inquiries regarding beneficiary transfers and answers to general questions.

• Create internal research cases when necessary, according to procedure.

• Documents and reports client feedback for process improvement efforts.

We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.

Company Description

We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.