Client Case Representatives, Specialist (Remote) jobs in United States
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Vanguard · 15 hours ago

Client Case Representatives, Specialist (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
date3+ years exp

Vanguard is a leading investment management company focused on the long-term financial wellbeing of its clients. They are seeking a Client Case Representative Specialist to handle complex client requests, resolve issues, and improve operational efficiency through collaboration and strategic initiatives.

FinanceFinancial Services
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Responsibilities

Handles complex client requests, positions mid to long term solution for the client. Follows up with internal partners or clients directly to resolve outstanding issues
Identifies and supports resolution of complex or escalated issues. Recommends and implements new processes to increase operational efficiency. Conducts research and analyses regarding trends in complex client issues
Builds relationships with internal partners and acts as a liaison across the business to coordinate the resolution of client issues
Participates in initiatives to identify opportunities to exceed service quality goals. Evaluates client feedback and industry trends in support of strategic plan development. Provides suggestions for workflow changes to achieve operational efficiencies
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. 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 experienceAnalytical skillsCommunication skillsProblem-solving 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

Two years experience in client services 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