Vanguard · 4 days ago
Conversions Client Case Representative, Specialist (Remote)
United States
Full-time
Remote
Mid Level
3+ years expVanguard is a company dedicated to the long-term financial wellbeing of its clients. They are seeking a Conversions Client Case Representative, Specialist to manage account transitions, resolve complex client issues, and enhance operational efficiency through collaboration and process improvement.
FinanceFinancial Services
No H1B
Responsibilities
Manages account transitions from end-to-end. Coordinates all aspects of transfer process, collaborates with internal partners, external plan sponsors, and 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
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 year's experience in client services preferred
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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