Verified recordFinancial Services

Jason Lashner

Senior Client Services Associate at Vanguard

Based in Bucks County, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Bucks County

Industry

Financial Services

Company size

26K

Contact information

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Email

1 credit

j•••••••@investor.vanguard.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jason Lashner

I am a diligent worker with skills from a variety of fields. Since entering the workforce, I’ve honed my classroom management skills, planning, using teachable moments, and communicating with others. I have a handful of experiences that showcase my adaptability, dedication, customer service prowess, and ability to train others. I earned a Bachelor's degree in early childhood education, and I spent three years as a teacher, two years working in inner-city York and one year in Lebanon. As a teacher, I connected with my students and the surrounding community to help them learn and grow. However, I disagreed with the direction that the educational system was heading and left the field; I still enjoy educating whenever I have the opportunity. Most recently, I have been working as a phone associate at Infosys for the Vanguard call center, where I explain the rules and options of each person's plan and help callers make changes to their retirement plans. I have worked with both defined contribution plans and defined benefit plans. Additionally, I spent several months working as a designated business owner at Target. I was responsible for keeping my section clean, organized, and up to date. I assisted guests, set up displays, worked the register, and answered calls for my department. Throughout college, I spent three years working at the university library. In addition to organizing books and materials, I was responsible for customer service at the front desk. I answered the phone, helped patrons find and check out materials, and handled late fees. As I worked my way up the ranks, my duties included training other workers and performing the standard protocol to open and close the building. Overall, I love working with people, educating the public, and working in a place where my contributions matter and I make a difference in the lives of the people I interact with.

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