What is the Client Communication Center?
The Client Communication Center is a team within the Transfer Agency Operations dedicated to providing exceptional support and service to a diverse range of clients. This would include broker-dealers, clearing hubs, record-keepers, insurance companies, and bank trust clients. Internally, we collaborate closely with Vanguard Brokerage, the US Ownership Group, Financial Advisory Services (FAS) Intermediary Relationship team, and other groups within FAS.
In addition to taking calls, the team processes trades that fall out of the automated path (NSCC, ETS and Web), manage the automated LT and email reporting processes, complete auditor requests, incoming emails, and manages some related control reports. Our team is committed to ensuring seamless client interactions and effective management of various financial activities through meticulous monitoring, timely communication, and tailored solutions, by leveraging advanced systems and a proactive approach.
Responsibilities
Qualifications
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
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Are you ready to take your client services expertise to the next level? Vanguard is currently seeking a motivated Client Case Representative, Associate to join our energetic team in beautiful Scottsdale, AZ. Within the Client Communication Center, we are dedicated to providing outstanding support to various clients, including broker-dealers, insurance companies, and financial institutions. You'll be the go-to person for handling and prioritizing client requests, resolving issues, and ensuring that inquiries are addressed within our defined service levels. You’ll work closely with internal partners to develop tailored solutions and maintain accurate, clear communications. This role requires dedication, a proactive approach to problem-solving, and a willingness to learn about Vanguard's diverse range of funds and financial services. If you have at least a year of client service experience and an academic background in a related field, we want to hear from you! Join us as we champion the long-term financial well-being of our clients, while fostering a collaborative culture that supports your personal and professional growth. Get ready to engage in exciting projects, embrace hybrid working, and make a meaningful impact at Vanguard!
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