Operations Processor, Senior Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Vanguard · 2 days ago

Operations Processor, Senior Associate

positionScottsdale, AZ
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

Vanguard is a leading financial services company focused on the long-term financial wellbeing of its clients. The Operations Processor, Senior Associate role involves handling complex client inquiries, ensuring timely communication, and implementing process improvements to enhance service delivery.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Handle and prioritize complex assigned or escalated client requests, and follow up with internal partners or clients directly to resolve outstanding issues
Follow standardized procedures to resolve client issues, and conduct research to fulfill complex client requests and transactions
Identify applicable internal partners to collaborate with in developing solutions to complex issues, and recognize trends to contribute to process improvement efforts
Ensure client inquiries are resolved and communicated within defined service levels, and confirm all communications meet regulatory guidelines and are accurate, clear, and concise
Develop and maintain proficient knowledge of Vanguard funds, products, and services, and understand the broader Financial Services industry along with related legal, tax, and regulatory issues to guide clients
Participate in special projects and perform other duties as assigned

Qualification

Client services experienceProcess improvementFinancial services knowledgeCommunication skillsProblem-solving skills

Required

Minimum of two years related work experience required
Undergraduate degree or equivalent combination of training and experience required
This is a hybrid role based in our Scottsdale, AZ office and requires candidates to be in-office 3 days/week

Preferred

Experience in client services

Company

Vanguard

twittertwittertwitter
Glassdoor3.7
company-logo
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

leader-logo
Salim Ramji
Chief Executive Officer
linkedin
leader-logo
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
linkedin

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