Vanguard
Financial Services
WrittenCorrespondenceClientRepresentative,Associate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Written Correspondence Client Representative, Associate at Vanguard. Research and resolve complex client issues. Respond to client requests”
Industry & Context.
Resolve complex client issues; Investigate fund discrepancies; Investigate account discrepancies; Resolve general account issues; Facilitate problem resolution
What They're Looking For.
Must Have
One-year related work experience, Regulatory license and/or registration
Nice to Have
Experience in client services
What You'll Do.
Research and resolve complex client issues
Respond to client requests
Respond by written response
Investigate fund discrepancies
Investigate account discrepancies
Resolve general account issues
Follow standardized processes
Complete monetary transactions
Complete administrative transactions
Work with internal partners
Facilitate problem resolution
Document client feedback
Report client feedback
Identify client complaints
Handle client complaints
Respond in written form to clients
Develop basic knowledge of Vanguard funds
Develop basic knowledge of Vanguard products
Develop basic knowledge of Vanguard services
Develop basic knowledge of Financial Services industry
Participate in special projects
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Works with internal partners
Communication Scope
Written response
Full Job Description
Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May escalate issues. **Responsibilities:** * Researches and resolves complex client issues. Responds to client requests and complaints by phone, email, or written response. Investigates fund and account discrepancies and resolves general account issues. * Follows standardized processes to complete monetary and administrative transactions. Works with internal partners within the division to facilitate problem resolution. * Documents and reports client feedback for process improvement efforts. * May identify and handle client complaints and responds in written form to clients. * Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry. * Participates in special projects and performs other duties as assigned. **Qualifications:** * Minimum of one-year related work experience required. Experience in client services preferred. * Undergraduate degree or equivalent combination of training and experience required. * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. **Special Factors** **Sponsorship** Vanguard is 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
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