Direct Indexing Client Service Specialist

The Vanguard Group

Job Location:

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Role Summary

This role provides project management services on a multi-year or major project applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices reporting consolidation and tracking of cross-project dependencies.

Responsibilities

Acts as subject matter expert and manages multiple workflows.
Serves as a point of escalation for issues raised by junior specialists based on severity and risk.
Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.
Partners with Operations Portfolio Management and Relationship teams on resolution of cases.
Develops and maintains proficient knowledge of direct indexing mechanics tax-aware investing concepts and servicing complexity.
Ensures operational processes are followed consistently and drives process improvement
Participates in special projects and performs other duties as assigned.

Qualifications and Skills

Bachelors degree or equivalent relevant experience.
25 years of experience in client service investment operations or advisor support.
Working knowledge of direct indexing or SMA concepts and account servicing workflows.
Strong attention to details and professional communication skills.

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:

Role SummaryThis role provides project management services on a multi-year or major project applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices reporting consolidation and tracking of cross-project depe...