Written Correspondence Client Representative, Associate
Listed on 2026-05-30
-
Customer Service/HelpDesk
Bilingual -
Finance & Banking
Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May elevate issues.
ResponsibilitiesResearches 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.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).