Client Services Operations, Specialist

Core Responsibilities

• Serves as a primary advisor to clients and third party vendors, independently analyzing information to identify areas of risk, weighing alternative courses of action, and making recommendations on system conversions, existing client plan design changes, and new client onboarding.
• Consults, collaborates, and works directly with clients on a variety of projects such as payroll work, full-scale data cleanup (in client HRIS, payroll, and Vanguard recordkeeping systems), and conversions. Owns all data related project work including problem identification, analysis, resolution, documentation and both internal and external communication
• Manages all inputs of project work. Collects, analyzes, and determines appropriateness of client data. Analyzes test data and performs test scenarios to ensure all required data is present and accurate. Review and interprets data for corresponding project needs. Optimizes project approach as it pertains to data
• Interacts extensively with external partners such as prior recordkeeper, payroll vendor, and client to identify data requirements, resolve data issues, manage project timeframes, and provide guidance and insight on the submission of data.
• Engages and leads data workflow discussions with internal business partners such as Client Administration, Client Services, Participant Education, Risk & Treasury, IT and Data Transmission Services (DTS). Acts as point of contact and subject matter expert on data-related functions of project to all internal partners. Proactively offers solutions to improve the project and the client's experience as it pertains to data, data feeds, and related processes.
• Proactively assists others with issue resolution, training, coaching, and personal development.
• Participates in special projects and performs other duties as assigned.
  

Qualifications

• Minimum of three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Knowledge of Rumba, PRS and other IIG systems or ability to learn.

Special Factors

Sponsorship

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.

About Us

About Us

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.