Money Movement Operations Specialist (Hybrid)

Vanguard; Neptune (OH); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Vanguard is seeking a detail-oriented Money Movement Specialist in Ohio to process transfers for Transfer Agents and Broker Dealers using Vanguard systems. You will review transactions for accuracy, support daily reporting, and uphold Vanguard policies to maintain quality and productivity.

You will engage in process improvement initiatives, contribute to the client experience, and collaborate across teams to minimize client effort while mitigating risk.

Qualifications

• Undergraduate degree or equivalent experience.
• 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.
• Ability to prioritize and handle multiple tasks in a rapidly changing environment.
• Working knowledge of Microsoft Office and PCs.

Responsibilities

• Process Money Movement transactions for Transfer Agents and Broker Dealers with Vanguard systems.
• Produce end-of-day reports and control reports daily.
• Maintain knowledge of Vanguard policies and procedures to ensure quality and productivity.
• Support process improvements and participate in feedback sessions and VUE.
• Foster productive relationships across the organization while minimizing client effort and risk.
• Act as an expert resource on processing functions and Vanguard systems.
• Participate in SDQA and provide guidance to less tenured teammates.
• Identify problems and provide viable solutions to improve efficiency.
• Participate in special projects as assigned.

Skills

Client relations

Communication

Time management

Problem solving

Team player

Prioritization

Multitasking

Education

Undergraduate degree or equivalent experience

Tools

Microsoft Office

Job description

Vanguard is seeking a detail-oriented Money Movement Specialist in Ohio to process transfers for Transfer Agents and Broker Dealers using Vanguard systems. You will review transactions for accuracy, support daily reporting, and uphold Vanguard policies to maintain quality and productivity.

You will engage in process improvement initiatives, contribute to the client experience, and collaborate across teams to minimize client effort while mitigating risk.