Vanguard · 14 hours ago
Manager, Conversions Client Case Representatives (Remote)
United States
Full-time
Remote
Mid, Senior Level
5+ years expVanguard is a leading company focused on the long-term financial wellbeing of its clients. They are seeking a Manager for Conversions Client Case Representatives to oversee hiring, training, and performance management of staff while ensuring service excellence and compliance with regulatory requirements.
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 business planning process. Analyzes departmental statistics and prepares reports. Uses available data to monitor issues and measure business and operational success. Makes recommendations for service model enhancements
Manages the development of relationships across Vanguard departments. Ensures interactions between departments are conducted according to Vanguard policies and regulatory requirements
Supports the development standards for the department to ensure the highest level of service. Ensures managed teams and other stakeholders meet Vanguard service level commitments. Oversees the resolution of 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 five years related work experience in the Financial Services industry
Undergraduate degree or equivalent combination of training and experience
Preferred
Three year's 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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