Direct Indexing Client Service Specialist

Role Summary

This role provides project management services on a multi-year or major project, applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices, reporting consolidation, and tracking of cross-project dependencies.

Responsibilities

• Acts as subject matter expert and manages multiple workflows.

• Serves as a point of escalation for issues raised by junior specialists based on severity and risk.

• Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.

• Partners with Operations, Portfolio Management, and Relationship teams on resolution of cases.

• Develops and maintains proficient knowledge of direct indexing mechanics, tax-aware investing concepts, and servicing complexity.

• Ensures operational processes are followed consistently and drives process improvement

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

Qualifications and Skills

• Bachelor’s degree or equivalent relevant experience.

• 2–5+ years of experience in client service, investment operations, or advisor support.

• Working knowledge of direct indexing or SMA concepts and account servicing workflows.

• Strong attention to details and professional communication skills.

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.