Vanguard

Client Case Representative, Associate

Vanguard  •  United States (Hybrid)  •  2 hours ago
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Job Description

Responsibilities:

  • Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
  • Investigate issues, perform research, and complete transactions with a high degree of accuracy
  • Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
  • Partner with internal teams to resolve issues and ensure smooth end-to-end processing
  • Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
  • Maintain accurate documentation and updates within internal systems
  • Balance multiple workflows and competing priorities in a fast-paced environment
  • Take initiative to identify and resolve issues, driving timely results
  • Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
  • Identify opportunities to improve processes and reduce operational friction
  • Build foundational knowledge of financial products, services, and internal systems

Qualifications:

  • Minimum of 1 year of related experience (client service or financial services preferred)
  • Bachelor’s degree or equivalent combination of education and experience
  • Strong problem-solving, organizational, and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Demonstrated ability to collaborate and balance stakeholder needs
  • Proven initiative, accountability, and results-driven mindset
  • Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
  • Basic knowledge of financial services or willingness to learn

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
Website
vanguard.com
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