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Client Case Representative, Associate

icon building Company : The Vanguard Group
icon briefcase Job Type : Full Time
icon geo-alt Scottdale, United States

Number of Applicants

 : 

000+

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Job Description - Client Case Representative, Associate

Responsibilities:

  • Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
  • Investigate issues, perform research, and complete transactions with a high degree of accuracy
  • Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
  • Partner with internal teams to resolve issues and ensure smooth end-to-end processing
  • Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
  • Maintain accurate documentation and updates within internal systems
  • Balance multiple workflows and competing priorities in a fast-paced environment
  • Take initiative to identify and resolve issues, driving timely results
  • Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
  • Identify opportunities to improve processes and reduce operational friction
  • Build foundational knowledge of financial products, services, and internal systems

Qualifications:

  • Minimum of 1 year of related experience (client service or financial services preferred)
  • Bachelor’s degree or equivalent combination of education and experience
  • Strong problem-solving, organizational, and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Demonstrated ability to collaborate and balance stakeholder needs
  • Proven initiative, accountability, and results-driven mindset
  • Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
  • Basic knowledge of financial services or willingness to learn

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.

Original job Client Case Representative, Associate posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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