Operations Processor, Senior Associate

A Client Case Representative at Vanguard is responsible for receiving and investigating client inquiries, ensuring clear and timely communication of solutions. The role involves leading multiple workflows efficiently while identifying and implementing process improvement initiatives to enhance service delivery. In cases where issues are raised, the representative handles them with professionalism and care, maintaining Vanguard’s high standards for client support.


Responsibilities
+ Handle and prioritize complex assigned or escalated client requests, and follow up with internal partners or clients directly to resolve outstanding issues.
+ Follow standardized procedures to resolve client issues, and conduct research to fulfill complex client requests and transactions.
+ Identify applicable internal partners to collaborate with in developing solutions to complex issues, and recognize trends to contribute to process improvement efforts.
+ Ensure client inquiries ...