Client Case Representative, Specialist (Remote) jobs in United States
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Vanguard · 6 hours ago

Client Case Representative, Specialist (Remote)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients and is seeking a Client Case Representative, Specialist to lead support activities for complex client requests. The role involves building relationships with internal partners, providing strategic recommendations, and developing expert knowledge of Vanguard's funds and services.

FinanceFinancial Services
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Responsibilities

Leads ongoing support activities to resolve complex client requests. Recommends mid to long term solutions. Follows up with internal partners or clients directly to resolve outstanding issues
Provides strategic direction and recommendations on strategies to improve processes and services. Identifies and oversees the resolution of complex or escalated issues
Builds relationships with internal partners and acts as a liaison to facilitate the resolution of client issues. Helps strengthen internal relationships across the business to enhance the efficiency of client service
Leads initiatives to identify opportunities to exceed service quality goals. Proactively evaluates client feedback and industry trends to aid in the development of strategic plans. Implements workflow changes to achieve operational efficiencies
Develops and maintains expert-level knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and the 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 experienceUndergraduate degreeGraduate degreeRelationship building

Required

Minimum of five years related work experience in the Financial Services industry
Three year's experience in client services 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