drjobs Manager, Client Case Representatives

Manager, Client Case Representatives

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1 Vacancy
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Job Location drjobs

Malvern, PA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Core Responsibilities

1. Hires evaluates and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards reviews performance and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

2. Participates in the business planning process. Analyzes departmental statistics and prepares reports. Uses available data to monitor issues and measure business and operational success. Makes recommendations for service model enhancements.

3. Manages the development of relationships across Vanguard departments. Ensures interactions between departments are conducted according to Vanguard policies and regulatory requirements.

4. Supports the development standards for the department to ensure the highest level of service. Ensures managed teams and other stakeholders meet Vanguard service level commitments. Oversees the resolution of staffing issues to maximize operational quality.

5. Develops and maintains expert-level knowledge of Vanguard funds products and services. Understands the overall Financial Services industry and related legal tax and regulatory issues to guide clients. Analyzes department and industry changes and their impact on client service operations.

6. Participates in special projects and performs other duties as assigned.


    Qualifications

    • Minimum of five years related work experience in the Financial Services industry. Three years experience in client services preferred. Supervisory experience preferred.
    • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

    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 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.


    Required Experience:

    Manager

    Employment Type

    Full-Time

    Company Industry

    About Company

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