Direct Indexing Client Service Specialist
Vanguard•Malvern, PA
•Hybrid
About The Position
Join a Business on the Rise: Vanguard Personalized Indexing Are you energized by the opportunity to help shape a growing business at the forefront of innovation? Vanguard Personalized Indexing (VPI) is redefining how we deliver tailored investment solutions—and we’re just getting started. This role offers a unique chance to contribute to a rapidly evolving, high-impact business where your ideas, insights, and execution directly influence outcomes. As part of a collaborative and forward-thinking team, you’ll help scale a modern investment platform while delivering exceptional client experiences.
Requirements
- Bachelor’s degree or equivalent relevant experience.
- 2–5+ years of experience in client service, investment operations, or advisor support.
- Working knowledge of direct indexing or SMA concepts and account servicing workflows.
- Strong attention to details and professional communication skills.
Nice To Haves
- A mindset that thrives in growth, change, and ambiguity
- Passion for improving processes and delivering exceptional outcomes
- A desire to contribute ideas, challenge the status quo, and build something new
Responsibilities
- Help scale a modern investment platform while delivering exceptional client experiences.
- Contribute to building foundational capabilities, enhancing operations, and driving continuous improvement in a developing ecosystem.
- Partner with leaders and teams across investments, technology, operations, and client service.
Benefits
- Enhanced flexibility
- In-person learning, collaboration, and connection
- Teamwork
- Serving clients' best interests
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
