Client Services Operations, Specialist

Vanguard • Malvern, PA

4d • 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.
• Undergraduate degree or equivalent combination of training and experience.

Responsibilities

• Serves as a primary advisor to clients and third party vendors, independently analyzing information to identify areas of risk, weighing alternative courses of action, and making recommendations on system conversions, existing client plan design changes, and new client onboarding.
• 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 workflow tracking and proactively performs root cause analysis. Evaluates and enhances workflows and recommends short and long-term solutions for issues.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree