Investment Operations Associate

Do you have a passion for financial services and a drive to help investors achieve their goals? Vanguard is looking for an Investment Operations Associate to join our team and help us provide world-class service to our clients. This individual must have a keen eye for detail, as well as a solid understanding of the financial services industry.The Investment Operations Associate will be responsible for the successful execution of client transactions and maintenance of client-related records. The ideal candidate will have a Bachelor’s degree in finance or a related field, along with at least two years of experience working in financial services or operations. A strong work ethic, excellent communication skills, and the ability to work in a fast-paced environment are essential for this role.At Vanguard, we offer a competitive salary and a comprehensive benefits package. If you’re looking to join a team of highly-motivated professionals and make a difference in the lives of our clients, we encourage you to apply today!

Responsibilities:

1. Execute client transactions accurately and efficiently.
2. Maintain client-related records.
3. Monitor client accounts and ensure regulatory compliance.
4. Respond to client inquiries in a timely and professional manner.
5. Develop and maintain relationships with clients and other stakeholders.
6. Utilize financial and operational systems to ensure smooth and efficient operations.
7. Work with other departments to ensure client satisfaction.
8. Provide support and advice to clients regarding their investments.
9. Identify and resolve operational issues in a timely manner.
10. Assist in training and onboarding new employees.

According to JobzMall, the average salary range for a Investment Operations Associate in Malvern, PA 19355, USA is $45,000 - $57,000 per year. This range is based on salaries reported by employers, as well as estimates from JobzMall users and data from other salary sources.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.