Client Case Representative, Associate

Responsibilities

• Process and resolve client-related requests through backend systems and workflow tools
• Investigate issues, perform research, and complete transactions with a high degree of accuracy
• Manage and prioritize a high volume of cases to ensure 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
• Identify opportunities to improve processes and reduce operational friction

Requirements

• Minimum of 1 year of related experience (client service or financial services preferred)
• Bachelor's 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

Preferred Qualifications

• Experience with workflow or case management systems (e.g., BPM, CRaVE)
• Basic knowledge of financial services

Benefits

• Financial wellness programs and competitive compensation
• Physical wellness support including medical coverage and fitness resources
• Personal wellness resources and mental health support
• Learning and development opportunities, including educational assistance and mentoring

About the Company

Vanguard is on a mission to work for the long-term financial wellbeing of our clients. We lead through products and services that transform lives, fostering a highly collaborative and mission-driven culture.