About this Client Case Representative, Associate role at Vanguard
1. Handles and prioritizes assigned client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
2. Follows standardized procedures to resolve client issues. Conducts research and completes standard transactions.
3. Identifies applicable internal partners to collaborate with to develop solutions.
4. Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, accurate, clear, and concise.
5. Develops basic knowledge of Vanguard funds, products, and services, as well as the overall Financial Services industry.
6. Participates in special projects and performs other duties as assigned.
Qualifications- Minimum of one year related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
