Vanguard
Client Case Representative, Associate
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Receives, investigates, and communicates solutions. Escalates complex issues.
Core 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, 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.
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Qualifications
- Minimum of one year related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
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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.
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