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Vanguard · 4 hours ago

Conversions Client Case Representative, Senior Associate (Remote)

United States

Full-time

Remote

Mid Level

3+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients and is seeking a Conversions Client Case Representative, Senior Associate to handle complex client requests and facilitate account transfers. The role involves collaborating with internal partners to develop solutions, ensuring client inquiries are resolved within service levels, and maintaining knowledge of Vanguard's products and services.

FinanceFinancial Services

No H1B

Responsibilities

Handles and prioritizes more complex assigned or escalated client requests. Acts as liaison between internal partners and external plan sponsors to coordinate client account transfers. May follow up with clients directly to resolve outstanding issues

Follows standardized procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions

Collaborates with internal partners to develop solutions to complex issues. May provide training for less experienced crew

Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, accurate, clear, and concise

Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients

Participates in special projects and performs other duties as assigned

Qualification

Financial Services experienceClient services experienceUndergraduate degreeProblem-solvingCommunication skills

Required

Minimum of three years related work experience in the Financial Services industry

Undergraduate degree or equivalent combination of training and experience required

Preferred

Experience in client services preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

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Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase