Client Service Representative I

Vanguard•Malvern, PA

9d•Hybrid

About The Position

To act as the liaison for Vanguard Workplace clients, partnering with Client Services, Implementation Services, Operations, Trust Services, Participant Services, and all other internal Vanguard departments to meet and exceed client expectations to further client satisfaction and loyalty.

Requirements

Minimum of two years related work experience in the Financial Services industry.
Undergraduate degree or equivalent combination of training and experience required.
Client Relationship Management skills.
Client focused.
Ability to organize, prioritize, and multitask.
Analytical and detail oriented.
Excellent written and verbal communication skills.
Ability to exercise good judgment in decision-making.
Excellent time management skills.

Nice To Haves

Experience in client services preferred.
Proficiency with Microsoft Office Products preferred.

Responsibilities

Partners with Relationship Managers in the execution of client service needs for all clients in our Core business line.
Acts as liaison between all affected internal departments to coordinate and lead the resolution of processing and administrative issues.
Communicates issues related to daily plan administration to all affected internal and external parties.
Coordinates special processing events by working with clients and internal departments to ensure accurate processing of special events.
Works directly with clients on operational issues, service adoption and plan enhancements.
Adheres to all internal policies, procedures and guidelines in the handling of processing and administrative issues.
Analyzes operational issues and collaborates with clients and internal departments to identify trends and eliminate errors that impact processing and daily administration.
Works in partnership with all affected internal departments to ensure the highest quality service and compliance with ERISA, in accordance with Vanguard’s policies and procedures, and clients’ plan provisions and workflows.
Independently evaluates client relationship to recommend strategic plan and workflow changes to streamline operational efficiencies, resulting in the highest quality of service.