Client Case Representative, Associate

Answers client requests and completes transactions to resolve client needs. May escalate issues.

Core Responsibilities

1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.

2. Follows standardized processes to complete monetary and administrative transactions.

3. Documents and reports client feedback for process improvement efforts.

4. Uses consultative approach to position products and services to clients.

5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.

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

Qualifications

• Minimum of one year related work experience required. Experience in client services preferred.
• Undergraduate degree or equivalent combination of training and experience required.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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.