Client Case Representative, Senior Associate (Remote) jobs in United States
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Vanguard · 13 hours ago

Client Case Representative, Senior Associate (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
date2+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients, and they are seeking a Senior Associate Client Case Representative to handle complex client requests and ensure resolutions are communicated effectively. The role involves collaborating with internal partners to develop solutions and participating in special projects while maintaining knowledge of Vanguard's products and the financial services industry.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Handles and prioritizes complex assigned or escalated client requests. May follow up with internal partners or clients directly to resolve outstanding issues
Follows standardized procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions
Identifies applicable internal partners to collaborate with to develop solutions to complex issues. Identifies trends and contributes to process improvement efforts
Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are 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

Client services experienceFinancial services knowledgeCommunication skillsProblem-solving skillsTeam collaboration

Required

Minimum of two years related work experience required
Undergraduate degree or equivalent combination of training and experience required

Preferred

Experience in client services

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

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2026-01-20
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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