Direct Indexing Client Service Specialist | Malvern, PA, USA

Direct Indexing Client Service Specialist {"description": " Role Summary This role provides project management services on a multi-year or major project, applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices, reporting consolidation, and tracking of cross-project dependencies. Responsibilities

• Acts as subject matter expert and manages multiple workflows.
• 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.
• Partners 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.
• Ensures operational processes are followed consistently and drives process improvement
• Participates in special projects and performs other duties as assigned. 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 Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.", "salary_raw": null}