Client Case Representative, Associate

Responsibilities

• Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
• Investigate issues, perform research, and complete transactions with a high degree of accuracy
• Manage and prioritize a high volume of cases, ensuring 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
• Balance multiple workflows and competing priorities in a fast-paced environment
• Take initiative to identify and resolve issues, driving timely results
• Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
• Identify opportunities to improve processes and reduce operational friction
• Build foundational knowledge of financial products, services, and internal systems

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
• Proven initiative, accountability, and results-driven mindset
• Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
• Basic knowledge of financial services or willingness to learn
• 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

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Vanguard? Share your experience