Full-Time Client relationship associate jobs at Vanguard

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a wealth transfer transition case associate to assist clients with transferring assets to beneficiaries and/or surviving owners after the death of an account owner. Your primary duties and responsibilities: Responds promptly and accurately to incoming service related calls concerning acc...
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Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a cost basis associate to serve in an operations role manually calculating cost basis using various tax strategy methods and to respond to complex internal and external cost basis phone inquiries. You will provide assistance with quality audits, statements audits, correspondence creation...
full job description

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a wealth transfer transition case associate to assist clients with transferring assets to beneficiaries and/or surviving owners after the death of an account owner. Your primary duties and responsibilities: Responds promptly and accurately to incoming service related calls concerning acc...
full job description

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a wealth transfer transition case associate to assist clients with transferring assets to beneficiaries and/or surviving owners after the death of an account owner. Your primary duties and responsibilities: Responds promptly and accurately to incoming service related calls concerning acc...
full job description

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a cost basis associate to serve in an operations role manually calculating cost basis using various tax strategy methods and to respond to complex internal and external cost basis phone inquiries. You will provide assistance with quality audits, statements audits, correspondence creation...
full job description

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks an abandoned property associate to conduct searches to locate lost Vanguard shareholders while complying with all SEC and state guidelines and to prevent shareholder's assets from potentially being escheated. Your primary duties and responsibilities: Researches all cases of shareholder r...
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Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a resolution services associate to investigate and resolve service issues and handle hotline calls with the highest quality service and accuracy. Your primary duties and responsibilities: Independently identifies, researches, and resolves complex and sensitive client issues through analy...
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Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a communication associate to respond promptly and thoroughly to client requests received via phone and/or mail channel, with a high level of quality and efficiency. Your primary duties and responsibilities: Balances multiple roles by transitioning between Retail Services and Retail Opera...
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