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Delivers accurate, timely, and compliant client service support for Vanguard Personalized Indexing® accounts. Executes servicing processes, partners with internal teams to resolve issues, and provides support and daily oversight of junior team members’ work.
Role Summary
This role provides project management services on a multi-year or major project, applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices, reporting consolidation, and tracking of cross-project dependencies.
Responsibilities
Acts as subject matter expert and manages multiple workflows.
Serves as a point of escalation for issues raised by junior specialists based on severity and risk.
Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.
Partners with Operations, Portfolio Management, and Relationship teams on resolution of cases.
Develops and maintains proficient knowledge of direct indexing mechanics, tax-aware investing concepts, and servicing complexity.
Ensures operational processes are followed consistently and drives process improvement
Participates in special projects and performs other duties as assigned.
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 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.
hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.