Client Services Operations Administrator, Senior 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 two years related work experience.
- Two years of operations experience.
- Undergraduate degree or equivalent combination of training and experience.
Responsibilities
- Leads the coordination across internal teams and may act as a key contact with external vendors to solve multi-team problems.
- Facilitates dialogue on systems or operational issues and enhancements with internal colleagues.
- Applies in-depth knowledge of compliance, regulatory and departmental policies and procedures in developing operational solutions.
- Identifies processing and workflow issues or trends.
- Assists in evaluating the effectiveness of department operations by analyzing metrics and trends.
- Maintains internal partner and vendor relationships, provides status updates on issues and coordinates all projects related to investments.
- Maintains communications channels.
- Prepares reports and communicates with managers regarding quality, volumes, and additional metrics.
- Documents and communicates effectiveness of various processes, workflows, and operations.
- Makes recommendations to enhance effectiveness and/or remain compliant with regulatory changes.
- Serves as subject matter expert for assigned operational processes, with an understanding of regulatory and operational control implications and impact to external clients.
- Coaches and trains team members on processes, procedures, and quality 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
Senior
