Hybrid Money Movement Specialist

The Vanguard Group, Inc.; Neptune (WI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working model

Overtime as needed

Job summary

Vanguard is seeking an Operations Specialist to handle Money Movement transactions for Transfer Agents and Broker Dealers, ensuring accuracy and regulatory compliance. This role emphasizes client satisfaction and timely processing in a high-volume environment within a hybrid work model.

You will participate in daily control reports, maintain knowledge of Vanguard policies, contribute to process improvements, and collaborate across teams to minimize client effort and risk while delivering

Qualifications

• Undergraduate degree or equivalent experience preferred.
• Minimum two years general experience and one year industry experience.
• Demonstrated client relationship management experience.
• Excellent oral and written communication skills.
• Strong problem resolution and time management skills.
• Outstanding positive attitude with ability and willingness to effectively work within a team environment.
• Demonstrated ability to work in a high volume situation with time constraints and to adapt within a fluid work environment.
• Ability to prioritize and handle multiple tasks in a rapidly changing environment.
• Working knowledge of Microsoft Office and PCs.

Responsibilities

• Receives, reviews, researches, and processes Money Movement transactions, for Transfer Agents (TA) and Broker Dealers (BD) utilizing Vanguard systems. Reviews transactions for accuracy, completeness and adherence to all internal and external regulations. Ensures timely completion of all client requests with minimal rework required.
• Participates in the production of several control and end of day reports on a daily basis.
• Demonstrates and maintains a comprehensive knowledge of Vanguard policies and procedures. Maintains departmental standards for quality and productivity.
• Demonstrates active engagement in improving the client experience through participating in feedback sessions and process improvement discussions. Supports Vanguard Unmatchable Excellence (VUE) and actively participates on process improvement projects. Identifies improvement opportunities and works with management to implement solutions.
• Sustains and creates effective work relationships by handling peer and management interactions in a professional and cooperative manner. Informs Team Leader of appropriate issues impacting the team and business. Builds productive working relationships across the organization with a focus on exceeding client expectations. Identifies ways to make processes easier for external and internal clients. Minimizes client effort while mitigating risk.
• Demonstrates ‘best practices’ as an expert resource for the team and department by maintaining a comprehensive knowledge of all primary and secondary departmental processing functions and Vanguard's processing systems as well as our vendor websites.
• Performs Same Day Quality Audit (SDQA) functions and provides feedback on quality trends and educational opportunities to the Team Leader. Provides guidance when necessary to ensure concepts and procedures are understood by less tenured associates.
• Demonstrates logical, systematic approach to problem solving, focusing on client expectations, risk and improving effectiveness and efficiency of operations. Leverages resources to independently meet challenges and provide viable alternative solutions as needed.
• Participates in special projects and performs other duties as assigned.

Skills

Client relationship management

Oral and written communication

Problem solving

Time management

Team collaboration

Adaptability

Education

Undergraduate degree or equivalent experience

Tools

Microsoft Office

Job description

Vanguard is seeking an Operations Specialist to handle Money Movement transactions for Transfer Agents and Broker Dealers, ensuring accuracy and regulatory compliance. This role emphasizes client satisfaction and timely processing in a high-volume environment within a hybrid work model.

You will participate in daily control reports, maintain knowledge of Vanguard policies, contribute to process improvements, and collaborate across teams to minimize client effort and risk while delivering