Client Service Representative I

Vanguard Workplace Client Liaison

To act as the liaison for Vanguard Workplace clients, partnering with Client Services, Implementation Services, Operations, Trust Services, Participant Services, and all other internal Vanguard departments to meet and exceed client expectations to further client satisfaction and loyalty.

Responsibilities:

• Partners with Relationship Managers in the execution of client service needs for all clients in our Core business line.
• Acts as liaison between all affected internal departments to coordinate and lead the resolution of processing and administrative issues. Communicates issues related to daily plan administration to all affected internal and external parties.
• Coordinates special processing events by working with clients and internal departments to ensure accurate processing of special events. Works directly with clients on operational issues, service adoption and plan enhancements.
• Adheres to all internal policies, procedures and guidelines in the handling of processing and administrative issues.
• Analyzes operational issues and collaborates with clients and internal departments to identify trends and eliminate errors that impact processing and daily administration.
• Works in partnership with all affected internal departments to ensure the highest quality service and compliance with ERISA, in accordance with Vanguard's policies and procedures, and clients' plan provisions and workflows.
• Independently evaluates client relationship to recommend strategic plan and workflow changes to streamline operational efficiencies, resulting in the highest quality of service.

Qualifications:

• Minimum of two years related work experience in the Financial Services industry. Experience in client services preferred.
• Undergraduate degree or equivalent combination of training and experience required.
• Client Relationship Management skills.
• Client focused.
• Proficiency with Microsoft Office Products preferred.
• Ability to organize, prioritize, and multitask.
• Analytical and detail oriented.
• Excellent written and verbal communication skills.
• Ability to exercise good judgment in decision-making.
• Excellent time management skills.

Special Factors Ability to travel as needed.

Vanguard is not offering visa sponsorship for this position.

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.

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.