Vanguard

Client Case Representative, Associate

Vanguard  •  Malvern, AR (Hybrid)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Core Responsibilities

1. Handles and prioritizes assigned 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 and completes standard transactions.

3. Identifies applicable internal partners to collaborate with to develop solutions.

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 basic knowledge of Vanguard funds, products, and services, as well as 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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're 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.

Vanguard

About Vanguard

Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Valley Forge, PA
Year Founded
1975
Social Media