Client Case Representative, Senior Associate
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
24 days ago
Vacancies:
1 Vacancy
Job Summary
Core Responsibilities
- Owns standard client requests and executes daily process to complete them.
- Follows standardized procedures and conducts research to fulfill client requests and transactions.
- Ensures client inquiries are communicated and resolved within defined service levels
- Documents client interactions and servicing actions accurately in CRM and operational systems
- Develops and maintains strong knowledge of direct indexing mechanics tax-aware investing concepts.
- Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of three years related work experience in the Financial Services industry. Experience in client services preferred.
Undergraduate degree or equivalent combination of training and experience required.
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:
Senior IC
Key Skills
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
