Written Correspondence Client Representative, Associate

Vanguard
📍 Malvern, Pennsylvania, United States 💼 Full Time 🕒 Posted June 07, 2026

Job Description

Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May escalate issues.

Responsibilities:

  • Researches and resolves complex client issues. Responds to client requests and complaints by phone, email, or written response. Investigates fund and account discrepancies and resolves general account issues.

  • Follows standardized processes to complete monetary and administrative transactions. Works with internal partners within the division to facilitate problem resolution.

  • Documents and reports client feedback for process improvement efforts.

  • May identify and handle client complaints and responds in written form to clients.

  • Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.

  • Participates in special projects and performs other duties as assigned.


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    Job Details

    • Location Malvern, Pennsylvania
    • Job Type Full Time
    • Category Information and Record Clerks
    • Posted Date June 07, 2026
    • Application Deadline July 17, 2026