Client Case Representative, Associate
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
- Handles and prioritizes assigned client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
- Follows standardized procedures to resolve client issues. Conducts research and completes standard transactions.
- Identifies applicable internal partners to collaborate with to develop solutions.
- Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
- Develops basic knowledge of Vanguard funds, products, and services, as well as the overall Financial Services industry.
- 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.
- Demonstrates a proactive approach to problem-solving and decision-making.
- Analyzes market trends and competitive landscape to inform strategic decisions.
- Builds and maintains strong relationships with clients, stakeholders, and team members.
- Maintains a structured and efficient workflow to meet deadlines and objectives.
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.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
ARMStrong Receivable Management seeks a part-time Customer Service Representative to enhance their customer engagement through effective communication and support.
We're seeking dedicated Event Specialists to provide outstanding customer service at events and create memorable experiences with Kona Ice.
Join Benchmark Rehab as a Customer Experience Manager and help drive innovative practices in a leading allied health organization.
Join LifeStance Health as a Licensed Therapist and be part of a national provider focused on delivering high-quality mental healthcare services.
Join Abercrombie & Fitch Co. as a Key Lead in Bridgewater, where your leadership will shape unforgettable in-store experiences.
Join St. Joseph's Hospital as a Monitoring Tech and be instrumental in ensuring the well-being of patients through vigilant cardio-pulmonary monitoring.
Join a rapidly growing healthtech startup as a Client Success Specialist, focusing on delivering exceptional client support and onboarding.
Join Allied Universal as a part-time Hospital Security Officer, where you'll play a crucial role in ensuring safety for staff, patients, and visitors at a leading healthcare facility.
Join Zego as a Customer Support Executive to make a difference in the insurance industry by delivering exceptional customer experiences.
Be part of an award-winning team at Puget Sound Energy as a Customer Outreach Coordinator, where you'll engage with the community and lead effective communication for energy projects.
A fantastic opportunity for newly licensed phlebotomists to perform flexible mobile medical examinations.
The Surgical Technologist role at Virginia Mason Franciscan Health involves supporting surgeons and patients in the operating room.
Join Hotel Jerome as a Guest Services Manager and play a key role in delivering exceptional guest experiences in the heart of Aspen.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
