Vanguard

Process Support Senior Associate

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • North Carolina • United States

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Job Level

Senior

About the role

  • Owns more complex client requests on our mutual fund and brokerage platforms.
  • Consistently follows policies and procedures for completing work while independently utilizing systems and resources effectively.
  • Exhibits a sense of urgency and accountability for the client experience.
  • Attend trainings and proactively seek opportunities to develop (Vanguard Management System knowledge).
  • Owns and resolves client or stakeholder inquiries while demonstrating logical, systematic approach to problem solving.
  • Collaborates with peers and business partners to continually enhance the client experience.
  • Leverages online resources and past experience to independently meet challenges and provide viable alternative solutions as needed.
  • Identifies trends and escalates critical issues for timely communication and improved self-provisioning of business partners.
  • Leverages appropriate delegates, crew resources to seek accommodations.
  • Demonstrates full proficiency in all brokerage and mutual fund functions designated under respective training path.
  • Maintains balance between quality and productivity to meet department standards.
  • Serves as a Subject Matter Expert to the business and assists with coaching and supporting peers in completing client requests.
  • Adheres to standard work/workflows, vocalizes opportunities to improve upon it.
  • Actively suggests enhancements to processes.
  • Actively participates in Vanguard Management System culture (i.e. huddles, problem solving, staff meeting, and trainings).
  • Adheres to standard work/workflows, vocalizes opportunities to improve upon it.
  • Prioritizes work and provides flexibility to support business needs.
  • General awareness of the current business environment.
  • Demonstrates an interest in the financial markets and brokerage environment.
  • Understands Vanguard products including, but not limited to, fund minimums, additional purchase limits, and closed funds.
  • Reviews procedures, recommends enhancements, and executes upon them.
  • Participates in conversations around individual and team targets during huddle board conversations, and consistently updates goals in a timely fashion.
  • Participates in special projects and performs other duties as assigned.

Requirements

  • Undergraduate degree or equivalent combination of training and experience.
  • Minimum of two years general experience and one year industry/technology.
  • Strong problem resolution and time management skills.
  • Outstanding positive attitude with ability and willingness to effectively work within a team environment.
  • Excellent communication skills both with peers and business partners.
  • Demonstrated ability to work in a high volume situation with time constraints and to adapt within a fluid work environment.
  • Ability to prioritize and handle multiple tasks in a rapidly changing brokerage environment.
  • Ability to navigate ambiguity to set their own goals and align them with strategic focus areas of the business.
  • Working knowledge of Microsoft Office and PCs.
  • Preferred qualifications: Proficiency in Microsoft Excel, including ability to use data to identify trends, insights, and opportunities for action.
Benefits
  • Vanguard is not offering visa sponsorship for this position.
  • Hybrid working model for enhanced flexibility while enabling in-person learning, collaboration, and connection.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
problem resolutiontime managementbrokerage functionsmutual fund functionsdata analysistrend identification
Soft Skills
sense of urgencyaccountabilitycollaborationcoachingadaptabilitypositive attitudecommunicationprioritization