Client Services Operations Analyst, Specialist

VanguardMalvern, PA
Hybrid

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 three years related work experience.
  • Two years of operations experience.
  • Undergraduate degree or equivalent combination of training and experience.

Responsibilities

  • Working with key stakeholders, acts as subject matter and technical expert, identifies and resolves complex operational issues. Leads internal control framework improvements and formulates strategic recommendations.
  • Serves as an escalation contact, creates, builds, and maintains relationships with internal partners, external vendors and managers.
  • Proactively anticipates operational issues and leads process enhancement initiatives.
  • Maintains communication with internal and external partners to resolve process and reconciliation issues. Oversees the research and implements complex process improvements.
  • Oversees operational workflow tracking, performs incident analysis. Evaluates and enhances workflows.
  • Participates in special projects and performs other duties as assigned.
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