Team Lead, Client Representatives

Team Lead, Client Representatives

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locations

Malvern, PA

Scottsdale, AZ

time type

Full time

posted on

Posted 6 Days Ago

time left to apply

End Date: August 3, 2026 (4 days left to apply)

job requisition id

180315

Responsibilities

• Lead, coach, and develop a team of approximately 15 client representatives, creating a culture of accountability, collaboration, and continuous improvement.

• Conduct performance discussions, deliver timely feedback, document outcomes, and support crew members' career development and growth.

• Oversee daily contact center operations, ensuring service levels, operational objectives, and client experience standards are consistently achieved.

• Manage and resolve complex or escalated client situations, serving as a resource for crew members and clients alike.

• Deliver individual and team coaching designed to strengthen performance, increase effectiveness, and enhance client interactions.

• Analyze performance metrics, operational data, and workforce trends to identify opportunities and support business decision-making.

• Partner with peers and cross-functional stakeholders to support operational initiatives, process improvements, and business priorities.

• Demonstrate adaptability by balancing leadership responsibilities with shared operational support across the team.

• Promote an inclusive and engaging work environment that encourages collaboration, ownership, and high performance.

• Maintain a strong understanding of Vanguard products, services, industry trends, and applicable regulatory requirements.

Education & Experience

• Bachelor’s degree or equivalent combination of training and experience.

• Minimum of three years of experience in financial services, client service operations, contact center leadership, or a related field.

• Previous people leadership experience and/or institutional investment experience strongly preferred.

• Demonstrated success coaching, developing, and managing employee performance.

• Experience handling escalated client situations and supporting teams in a client-facing environment.

• Strong analytical, organizational, and decision-making skills with the ability to leverage data to drive business outcomes.

• Excellent interpersonal, communication, and relationship-building skills.

• Proficiency with Microsoft Office applications and collaboration tools.

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.