Written Correspondence Client Representative, Associate

Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May elevate issues.

• 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.

• 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.

Vanguard is offering visa sponsorship for this position.