Vanguard · 17 hours ago
Senior Manager, Client Case Representatives (Remote)
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expVanguard is a leading company focused on the long-term financial wellbeing of its clients. They are seeking a Senior Manager for Client Case Representatives to oversee the hiring and development of crew, enhance client experience through service model implementation, and manage departmental relationships and quality standards.
FinanceFinancial Services
No H1B
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 development, implementation, and augmentation of Vanguard's service model to enhance the client experience and address client needs. Contributes to the development of short and long term goals and solutions for the department
Manages the development of relationships across Vanguard departments. Ensures interactions between departments are conducted according to Vanguard policies and regulatory requirements. Supports initiatives that ensure all related departments and crew are positioned to fulfill client needs
Leads the tracking and implementation of quality standards for the department or subdivision. Oversees resolution of sub-departmental 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
Required
Minimum of eight years related work experience in the Financial Services industry
Undergraduate degree or equivalent combination of training and experience
Preferred
Three years experience in client services
Supervisory experience
Graduate degree
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey 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
2026-01-20
2025-09-05
2025-03-15
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