Client Case Representative Associate
Client Case Representative Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 brokerdealers clearing hubs recordkeepers 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 oneyear related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
- Demonstrates a proactive approach to problemsolving and decisionmaking.
- 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 dont just have a missionwere on a mission.
To work for the longterm 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 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:
IC
Employment Type
Full-Time
