Job Description
Leads the prioritization and coordination of team activities to ensure accurate and timely processing of transactions.
What is the Client Communication Center?
The Client Communication Center is a team within the Transfer Agency Operations dedicated to providing exceptional support and service to a diverse range of clients. This would include broker-dealers, clearing hubs, record-keepers, insurance companies, and bank trust clients. Internally, we collaborate closely with Vanguard Brokerage, the US Ownership Group, Financial Advisory Services (FAS) Intermediary Relationship team, and other groups within FAS.
In addition to taking calls, the team processes trades that fall out of the automated path (NSCC, ETS and Web), manage the automated LT and email reporting processes, complete auditor requests, incoming emails, and manages some related control reports. Our team is committed to ensuring seamless client interactions and effective management of various...
What is the Client Communication Center?
The Client Communication Center is a team within the Transfer Agency Operations dedicated to providing exceptional support and service to a diverse range of clients. This would include broker-dealers, clearing hubs, record-keepers, insurance companies, and bank trust clients. Internally, we collaborate closely with Vanguard Brokerage, the US Ownership Group, Financial Advisory Services (FAS) Intermediary Relationship team, and other groups within FAS.
In addition to taking calls, the team processes trades that fall out of the automated path (NSCC, ETS and Web), manage the automated LT and email reporting processes, complete auditor requests, incoming emails, and manages some related control reports. Our team is committed to ensuring seamless client interactions and effective management of various...
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