Client Services Operations Administrator, Associate
About The Position
At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
Requirements
- Minimum of one year related work experience.
- Operations experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
Responsibilities
- Ensure accurate and timely processing of client account transactions.
- Provides feedback on systems, operational issues and enhancements with internal colleagues.
- Builds knowledge of compliance, regulatory and departmental policies and procedures to assist in developing operational solutions.
- Identifies processing or workflow issues and trends.
- Contributes to reviewing department performance using basic metrics and data.
- Builds internal partner and vendor relationships, providing status updates on issues and supports projects related to investments.
- Builds and communications channels.
- Helps prepare reports on quality, volume, and other metrics.
- Tracks how processes and workflows are working and identifies updates needed to stay compliant.
- Supports assigned processes and builds understanding of related policies and controls.
- Follows established procedures to ensure work meets quality and compliance standards.
- Participates in special projects and performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
