Client Case Representative, Senior Associate

Vanguard Australia

Melbourne, Victoria, Australia
Hybrid
Three years related work experience
Direct indexing mechanics knowledge
Tax-aware investing concepts
The role requires owning standard client requests and executing daily processes to complete them within defined service levels

Job Summary

  • The role requires owning standard client requests and executing daily processes to complete them within defined service levels.
  • Candidates must develop and maintain strong knowledge of direct indexing mechanics and tax-aware investing concepts.
  • Vanguard operates a hybrid working model designed to capture the benefits of enhanced flexibility while enabling in-person collaboration.

Matching Summary

The role requires owning standard client requests and executing daily processes to complete them within defined service levels.

Skills & Requirements

Must-have

  • Three years related work experience
  • Direct indexing mechanics knowledge
  • Tax-aware investing concepts
  • EST hours availability
  • CRM and operational systems proficiency

Nice-to-have

  • Client services industry background
  • Special project participation
  • Strong collaborative team culture

Key Requirements

  • Minimum three years Financial Services experience
  • Undergraduate degree or equivalent training
  • No visa sponsorship available

Work Rights

Must have Australian work rights; no sponsorship provided

Tailored Resume

Cover Letter