Client Services & Resolution Specialist

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

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