Kurtis Jackson
Client Case Representative at Vanguard
Based in United States
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Seniority
Staff
Department
Customer/Client Service
Location
United States
Industry
Financial Services
Company size
26K
Contact information
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k•••••••@investor.vanguard.com
Phone
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Background
About Kurtis Jackson
Vanguard empowers its team to strengthen client relationships and deliver tailored financial solutions. As a Client Relations Specialist, contributions include supporting securely transferring assets, account maintenance, initiatives while leveraging expertise in finance to improve client engagement. A proactive approach ensures customer needs align with organizational goals. Formal education in Finance and Wealth Management from Oakland University provided me a strong foundation for strategic decision-making and financial analysis. By integrating entrepreneurial experience from KUPID Company and nonprofit accounts management at Pontiac Community Foundation, I developed skills to apply and foster impactful collaborations and meaningful outcomes.
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