Acts as subject matter expert and manages multiple workflow
Serves as a point of escalation for issues raised by junior specialists based on severity and risk
Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.
Partner with Operations, Portfolio Management, and Relationship teams on resolution of cases.
Develops and maintains proficient knowledge of direct indexing mechanics, tax-aware investing concepts, and servicing complexity.
Participates in special projects and performs other duties as assigned.
Ensures operational processes are followed consistently and drives process improvement
Why This Role Stands Out
Growth at the Core : Be part of a business in expansion mode, where priorities are dynamic and opportunities to lead and innovate are constant.
Meaningful Impact : Your work will directly shape processes, client outcomes, and the future direction of VPI.
Build & Improve : Contribute to building foundational capabilities, enhancing operations, and driving continuous improvement in a developing ecosystem.
Cross-Functional Exposure : Partner with leaders and teams across investments, technology, operations, and client service - broadening your perspective and influence.
Career Acceleration : Gain visibility, stretch assignments, and leadership opportunities that come with a young and evolving business.
What You'll Bring to the Experience
A mindset that thrives in growth, change, and ambiguity
Passion for improving processes and delivering exceptional outcomes
A desire to contribute ideas, challenge the status quo, and build something new
Qualifications and Skills
Bachelor's degree or equivalent relevant experience.
2-5+ years of experience in client service, investment operations, or advisor support.
Working knowledge of direct indexing or SMA concepts and account servicing workflows.
Strong attention to details and professional communication skills.
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
Additional Information
Join a Business on the Rise: Vanguard Personalized Indexing
Are you energized by the opportunity to help shape a growing business at the forefront of innovation? Vanguard Personalized Indexing (VPI) is redefining how we deliver tailored investment solutions, and we're just getting started.
This role offers a unique chance to contribute to a rapidly evolving, high-impact business where your ideas, insights, and execution directly influence outcomes. As part of a collaborative and forward-thinking team, you'll help scale a modern investment platform while delivering exceptional client experiences.
Job Summary
Delivers accurate, timely, and compliant client service support for Vanguard Personalized Indexing® accounts. Executes servicing processes, partners with internal teams to resolve issues, and provides support and daily oversight of junior team members' work.
Vanguard · Malvern, PA