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. How We Work 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. About Us 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

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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