Apply on Employer Site

Vanguard · 14 hours ago

Operations Processor, Senior Associate

Scottsdale, AZ

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Client Case Representative responsible for managing client inquiries and enhancing service delivery through process improvements and effective communication.

FinanceFinancial Services

No H1B

Responsibilities

Handle and prioritize complex assigned or escalated client requests, and follow up with internal partners or clients directly to resolve outstanding issues

Follow standardized procedures to resolve client issues, and conduct research to fulfill complex client requests and transactions

Identify applicable internal partners to collaborate with in developing solutions to complex issues, and recognize trends to contribute to process improvement efforts

Ensure client inquiries are resolved and communicated within defined service levels, and confirm all communications meet regulatory guidelines and are accurate, clear, and concise

Develop and maintain proficient knowledge of Vanguard funds, products, and services, and understand the broader Financial Services industry along with related legal, tax, and regulatory issues to guide clients

Participate in special projects and perform other duties as assigned

Qualification

Client services experienceProcess improvementFinancial Services knowledgeCommunication skillsProblem-solving skills

Required

Minimum of two years related work experience required

Undergraduate degree or equivalent combination of training and experience required

This is a hybrid role based in our Scottsdale, AZ office and requires candidates to be in-office 3 days/week

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

IndiaTimes

MSTR stock jumps as Vanguard makes first $505 million investment in Strategy

2026-01-20

PR Newswire

Vanguard Appoints Natalie Lamarque as Chief Legal Officer

2025-09-05

citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase