Client Case Representative, Senior Associate - Military Veterans
at The Vanguard Group Inc
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- Restricted to International Receives and investigates client inquiries, and communicates solutions. Manages multiple workflows, and implements process improvement initiatives. May handle escalated issues.
* Restricted to International
Receives and investigates client inquiries, and communicates solutions. Manages multiple workflows, and implements process improvement initiatives. May handle escalated issues.
Core Responsibilities
1. Handles and prioritizes complex assigned or escalated client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
2. Follows standardized procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions.
3. Identifies applicable internal partners to collaborate with to develop solutions to complex issues. Identifies trends and contributes to process improvement efforts.
4. Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
5. Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
6. Participates in special projects and performs other duties as assigned.
Qualifications- Minimum of two years related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
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.
Manchester, England
Our more than 20,000 crew members worldwide bring diverse perspectives and skills to help people invest for important goals such as retirement, education, or a new home. Together, we are on a mission to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Crew members can explore career paths such as finance, accounting, human resources, marketing, information technology, and law. Vanguard invests in the success of our crew members, and we provide opportunities for them to continuously learn, grow, and thrive.
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