Direct Indexing Client Service Specialist

Join a Business on the Rise: Vanguard Personalized Indexing

Are you energized by the opportunity to help shape a growing business at the forefront of innovation? Vanguard Personalized Indexing (VPI) is redefining how we deliver tailored investment solutions, and we're just getting started.

This role offers a unique chance to contribute to a rapidly evolving, high-impact business where your ideas, insights, and execution directly influence outcomes. As part of a collaborative and forward-thinking team, you'll help scale a modern investment platform while delivering exceptional client experiences.

Job Summary

Delivers accurate, timely, and compliant client service support for Vanguard Personalized Indexing® accounts. Executes servicing processes, partners with internal teams to resolve issues, and provides support and daily oversight of junior team members' work.

Key Responsibilities

• Acts as subject matter expert and manages multiple workflow
• 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.
• Partner 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.
• Participates in special projects and performs other duties as assigned.
• Ensures operational processes are followed consistently and drives process improvement

• Growth at the Core: Be part of a business in expansion mode, where priorities are dynamic and opportunities to lead and innovate are constant.
• Meaningful Impact: Your work will directly shape processes, client outcomes, and the future direction of VPI.
• Build & Improve: Contribute to building foundational capabilities, enhancing operations, and driving continuous improvement in a developing ecosystem.
• Cross-Functional Exposure: Partner with leaders and teams across investments, technology, operations, and client service - broadening your perspective and influence.
• Career Acceleration: Gain visibility, stretch assignments, and leadership opportunities that come with a young and evolving business.

• A mindset that thrives in growth, change, and ambiguity
• Passion for improving processes and delivering exceptional outcomes
• A desire to contribute ideas, challenge the status quo, and build something new

• 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.