Act as the liaison for Vanguard Workplace clients
Partner with Client Services, Implementation Services, Operations, Trust Services, Participant Services
Coordinate resolution of processing and administrative issues
Communicate issues related to daily plan administration
Analyze operational issues and identify trends
Recommend strategic plan and workflow changes

Minimum of two years related work experience in the Financial Services industry
Experience in client services preferred
Undergraduate degree or equivalent combination of training and experience required
Client Relationship Management skills
Proficiency with Microsoft Office Products preferred
Ability to organize, prioritize, and multitask
Analytical and detail oriented
Excellent written and verbal communication skills
Ability to exercise good judgment in decision-making
Excellent time management skills

Client Service Representative I

Key skills