Client Case Representative, Associate

The Vanguard Group; Malvern (Chester County); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Vanguard in Malvern, PA, is seeking a Client Services Associate to handle and prioritize client requests, ensuring timely resolution within regulatory guidelines. The role requires at least one year of related experience, a Bachelor's degree, and a regulatory license/registration as determined by Compliance; the position offers a hybrid work model and opportunities to learn Vanguard funds and services.

Join a team focused on delivering accurate, clear communications and collaborating with

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.

Responsibilities

• Handles and prioritizes assigned client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
• Follows standardized procedures to resolve client issues. Conducts research and completes standard transactions.
• Identifies applicable internal partners to collaborate with to develop solutions.
• Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
• Develops basic knowledge of Vanguard funds, products, and services, as well as the overall Financial Services industry.
• Participates in special projects and performs other duties as assigned.

Skills

Customer service

Communication

Regulatory compliance

Education

Bachelor's degree or equivalent

Job description

Core Responsibilities

• Handles and prioritizes assigned client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
• Follows standardized procedures to resolve client issues. Conducts research and completes standard transactions.
• Identifies applicable internal partners to collaborate with to develop solutions.
• Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
• Develops basic knowledge of Vanguard funds, products, and services, as well as 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 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.

About Us

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals.

We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.