Pros: good work atmosphere
Cons: does not pay for performance
Developed and maintained proficient knowledge of Vanguard funds and ETFs, individual securities, products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to educate and guide our clients.
Assist clients with the execution of both mutual fund and equity trades in their retirement and non-retirement – more... investment accounts as well as provide real time quotes off of ThomsonOne and Bloomberg.
Provided service to clients in a professional environment, emphasizing the ease of investing with Vanguard, and generated client loyalty by presenting an unmatchable client experience from end to end.
Utilized strong client relationship skills in addition to adaptability, creativity, and efficiency to assess client’s specific circumstances and find a unique and ideal solution
I learned how to fish for potential leads for moving clients assets in other investment outside of Vanguard and show them the value and the ease of moving them within Vanguard's pipeline of investments. – less