Manager, Client Case Representatives (Remote) jobs in United States
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Vanguard · 19 hours ago

Manager, Client Case Representatives (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date5+ years exp

Vanguard is a leading company focused on the long-term financial wellbeing of its clients. They are seeking a Manager for Client Case Representatives who will oversee hiring, training, and performance evaluation of the team while ensuring high service standards and effective interdepartmental relationships.

FinanceFinancial Services
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Responsibilities

Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures
Participates in the business planning process. Analyzes departmental statistics and prepares reports. Uses available data to monitor issues and measure business and operational success. Makes recommendations for service model enhancements
Manages the development of relationships across Vanguard departments. Ensures interactions between departments are conducted according to Vanguard policies and regulatory requirements
Supports the development standards for the department to ensure the highest level of service. Ensures managed teams and other stakeholders meet Vanguard service level commitments. Oversees the resolution of staffing issues to maximize operational quality
Develops and maintains expert-level knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. Analyzes department and industry changes and their impact on client service operations
Participates in special projects and performs other duties as assigned

Qualification

Financial Services experienceClient services experienceSupervisory experienceUndergraduate degreeGraduate degree

Required

Minimum of five years related work experience in the Financial Services industry
Three year's experience in client services preferred
Supervisory experience preferred
Undergraduate degree or equivalent combination of training and experience

Preferred

Graduate degree preferred

Company

Vanguard

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Glassdoor3.7
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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
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

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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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