at Vanguard
Asset ManagementPosted 2 days ago
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**Client-Centric Associate: Drive Client Resolution & Case Management** As the **Client Case Representative, Associate**, you'll excel in a fast-paced, regulated environment, ensuring timely and accurate client outcomes. Your key responsibilities include: - Processing client requests via backend systems (BPM, CRaVE) - Investigating issues, completing transactions, and maintaining documentation - Managing high case volumes, prioritizing work within defined service levels - Collaborating with internal teams, escalating complex items when necessary - iterating processes to reduce operational friction and driving results through initiative You'll bring minimum one year of relevant experience, preferably in client service or financial services. Your strong problem-solving, organizational, and communication skills, coupled with the ability to manage multiple priorities, will thrive in this dynamic role. Basic financial services knowledge and willingness to learn are essential. Experience with workflow systems (BPM, CRaVE) is preferred. **Key Skills:** Client Case Management, Workflow Tools, BPM, CRaVE, Problem-solving, Stakeholder Management, Process Improvement.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Responsibilities:
- Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
- Investigate issues, perform research, and complete transactions with a high degree of accuracy
- Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
- Partner with internal teams to resolve issues and ensure smooth end-to-end processing
- Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
- Maintain accurate documentation and updates within internal systems
- Balance multiple workflows and competing priorities in a fast-paced environment
- Take initiative to identify and resolve issues, driving timely results
- Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
- Identify opportunities to improve processes and reduce operational friction
- Build foundational knowledge of financial products, services, and internal systems
Qualifications:
- Minimum of 1 year of related experience (client service or financial services preferred)
- Bachelors degree or equivalent combination of education and experience
- Strong problem-solving, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated ability to collaborate and balance stakeholder needs
- Proven initiative, accountability, and results-driven mindset
- Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
- Basic knowledge of financial services or willingness to learn
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a missionwe'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.
