Manager, Client Representatives

Job description

Core Responsibilities 1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. 2. Participates in business planning for the department. Analyzes departmental statistics and prepares reports. Uses available data to monitor issues and measure success. Makes recommendations for service model enhancements. 3. Develops and recommends changes to departmental policies and procedures, and leads the development of workflow changes to meet evolving business needs. 4. Collaborates with internal partners across departments to influence and recommend improvements to the client service model. Reviews client feedback and provides guidance on the best resolution to strengthen and maintain client relationship. 5. Develops and maintains expert knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. Analyzes department and industry changes and their impact on client service operati...