Client Services Operations, Specialist

Vanguard•Scottsdale, AZ

2d•Hybrid

About The Position

The Client Services Operations Specialist serves as a primary advisor to clients and third-party vendors, independently analyzing information to identify risks, weigh options, and recommend actions related to system conversions, client plan design changes, and new client onboarding. The role consults and works directly with clients on payroll projects, data cleanup across client HRIS, payroll, and Vanguard recordkeeping systems, and conversions. It owns data-related project work from identifying and resolving problems through documentation and internal and external communication. The specialist manages project inputs and client data, evaluates data appropriateness and accuracy, analyzes test data, and performs test scenarios to confirm required information is present and accurate. The role works extensively with external partners to determine data requirements, resolve issues, manage timelines, and guide data submissions. It also leads data workflow discussions with internal business partners and serves as the subject matter expert and point of contact for project data functions. The specialist proactively recommends ways to improve projects, data feeds, processes, and client experience, and supports colleagues through issue resolution, training, coaching, and development. The position may also involve special projects and other assigned duties. Vanguard describes its work as focused on clients’ long-term financial wellbeing and on learning and developing skills as individuals and as a team. The company uses a hybrid working model for most crew members, combining flexibility with in-person learning, collaboration, and connection.

Requirements

At least three years of related work experience.
Undergraduate degree or an equivalent combination of training and experience.
Knowledge of Rumba, PRS, and other IIG systems, or the ability to learn them.

Responsibilities

Advise clients and third-party vendors; analyze information, identify risks, evaluate alternatives, and recommend actions for system conversions, plan design changes, and new client onboarding.
Consult and collaborate with clients on payroll work, data cleanup across client HRIS, payroll, and Vanguard recordkeeping systems, and conversions.
Own data-related project work, including problem identification, analysis, resolution, documentation, and internal and external communication.
Manage project inputs; collect, analyze, and assess client data; analyze test data; and perform test scenarios to verify required data is present and accurate.
Review and interpret data for project needs and optimize project approaches relating to data.
Work with prior recordkeepers, payroll vendors, and clients to identify data requirements, resolve data issues, manage project timelines, and guide data submissions.
Lead data workflow discussions with internal business partners and serve as the point of contact and subject matter expert on project data functions.
Proactively offer solutions to improve projects, client experience, data feeds, and related processes.
Assist others with issue resolution, training, coaching, and personal development.
Participate in special projects and perform other duties as assigned.