DirectIndexingClientServiceSpecialist

## **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. ### ## **Why This Role Stands Out** * **Growth at the Core** : Be part of a business in expansion mode, where priorities are dynamic and opportunities to lead and innovate are constant. * **Meaningful Impact** : Your work will directly shape processes, client outcomes, and the future direction of VPI. * **Build & Improve**: Contribute to building foundational capabilities, enhancing operations, and driving continuous improvement in a developing ecosystem. * **Cross-Functional Exposure** : Partner with leaders and teams across investments, technology, operations, and client service—broadening your perspective and influence. * **Career Acceleration** : Gain visibility, stretch assignments, and leadership opportunities that come with a young and evolving business. ### ## **What You’ll Bring to the Experience** * 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** **Qualifications and Skills** * 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. **Special Facto