Apply on Employer Site

Vanguard · 10 hours ago

Senior Manager, Client Case Representatives (Remote)

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

Vanguard 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

Financial Services experienceClient services experienceSupervisory experienceUndergraduate degreeGraduate degree

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

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

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

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

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