ZipRecruiter

Log In

Vangard
Vangard

50 Vangard Client Representative Jobs Hiring Near You

Vangard, Inc.

Financial Advisor

Scottsdale, AZ

Client Engagement: Identify client needs and collaborate with internal partners to deliver ... Partner with sales representatives to onboard new clients into advice. * Daily Operations: Lead ...

Vangard, Inc.

Financial Advisor

Malvern, PA

Client Engagement: Identify client needs and collaborate with internal partners to deliver ... Partner with sales representatives to onboard new clients into advice. * Daily Operations: Lead ...

Vangard, Inc.

Financial Advisor

Dallas, TX

Client Engagement: Identify client needs and collaborate with internal partners to deliver ... Partner with sales representatives to onboard new clients into advice. * Daily Operations: Lead ...

Vangard, Inc.

Financial Advisor

Charlotte, NC

Client Engagement: Identify client needs and collaborate with internal partners to deliver ... Partner with sales representatives to onboard new clients into advice. * Daily Operations: Lead ...

Vangard, Inc.

Senior Wealth Advisor

Dallas, TX · Hybrid

Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits Considerations

Vangard, Inc.

US Economist

Malvern, PA · On-site

Represent research and viewpoints toportfolio management teams,internalstakeholdersand Vanguard ... client outcomes and enrich the employee experience.

Vangard, Inc.

Senior Wealth Advisor

Charlotte, NC · Hybrid

Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits Considerations

next page

Showing results 1-20

All JobsVangard JobsVangard Client Representative Jobs

Vangard Jobs Information

What other companies are hiring for Client Representative jobs?

What are the most popular jobs at Vangard?

What are the most popular categories at Vangard?

Infographic showing various Client Representative job openings at Vangard in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 98% Physical, and 2% Hybrid job distribution.

Team Lead, Client Representatives

Vangard, Inc.

Scottsdale, AZ • On-site

Full-time

Re-posted 9 days ago

Job description

Responsibilities
  • Lead, coach, and develop a team of approximately 15 client representatives, creating a culture of accountability, collaboration, and continuous improvement.
  • Conduct performance discussions, deliver timely feedback, document outcomes, and support crew members' career development and growth.
  • Oversee daily contact center operations, ensuring service levels, operational objectives, and client experience standards are consistently achieved.
  • Manage and resolve complex or escalated client situations, serving as a resource for crew members and clients alike.
  • Deliver individual and team coaching designed to strengthen performance, increase effectiveness, and enhance client interactions.
  • Analyze performance metrics, operational data, and workforce trends to identify opportunities and support business decision-making.
  • Partner with peers and cross-functional stakeholders to support operational initiatives, process improvements, and business priorities.
  • Demonstrate adaptability by balancing leadership responsibilities with shared operational support across the team.
  • Promote an inclusive and engaging work environment that encourages collaboration, ownership, and high performance.
  • Maintain a strong understanding of Vanguard products, services, industry trends, and applicable regulatory requirements.
Education & Experience
  • Bachelor's degree or equivalent combination of training and experience.
  • Minimum of three years of experience in financial services, client service operations, contact center leadership, or a related field.
  • Previous people leadership experience and/or institutional investment experience strongly preferred.
  • Demonstrated success coaching, developing, and managing employee performance.
  • Experience handling escalated client situations and supporting teams in a client-facing environment.
  • Strong analytical, organizational, and decision-making skills with the ability to leverage data to drive business outcomes.
  • Excellent interpersonal, communication, and relationship-building skills.
  • Proficiency with Microsoft Office applications and collaboration tools.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Apply