Client Services - Senior Associate
Client Services - Senior Associate
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Job Description
Core Responsibilities
1. Handles and prioritises client requests. May engage with internal partners or clients directly to resolve outstanding issues.
2. Follows standardised procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions.
3. Identifies applicable internal partners to collaborate with to develop solutions to complex issues. Identifies trends and contributes to process improvement efforts.
4. Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines and are accurate clear and concise.
5. Develops and maintains proficient knowledge of Vanguard funds products operations and services. Understands the overall Financial Services industry and related legal tax and regulatory issues to guide clients.
6. Supports optimisation projects to improve processes services and systems.
7. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of two years 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 inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Senior IC
Employment Type
Full-Time
