JobMesh

Client Case Representative, Senior Associate

Vanguard · Scottsdale, Arizona, US

Are you energized by complex problem‑solving and motivated to see issues through to resolution? If you thrive managing details, prioritizing competing demand...

Job description

Are you energized by complex problem‑solving and motivated to see issues through to resolution? If you thrive managing details, prioritizing competing demands, and partnering across teams to deliver the right outcome, this role is for you. As a Client Case Representative, you’ll own the end‑to‑end resolution of complex client cases, acting as a single point of accountability from investigation through resolution. You’ll research issues, coordinate with internal partners, and deliver clear, accurate, and compliant written communications that explain what occurred and how the issue was resolved—helping uphold Vanguard’s commitment to doing what’s right for clients. This role also offers meaningful internal mobility. Client Case Representatives commonly progress into more advanced complaint management, administrative, and quality management roles as they deepen their expertise and demonstrate strong case ownership, judgment, and communication skills. Core Responsibilities: 1. Handles and prioritizes complex assigned or escalated client requests. May follow up with internal partners or clients directly to resolve outstanding issues. 2. Follows standardized procedures to resolve client...