Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May escalate issues.
Responsibilities:
Researches and resolves complex client issues. Responds to client requests and complaints by phone, email, or written response. Investigates fund and account discrepancies and resolves general account issues.
Follows standardized processes to complete monetary and administrative transactions. Works with internal partners within the division to facilitate problem resolution.
Documents and reports client feedback for process improvement efforts.
May identify and handle client complaints and responds in written form to clients.
Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
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.
Special Factors
Sponsorship
Vanguard is 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.
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
