["Team Lead, Client Representatives","Team Lead, Client Representatives"]

Vanguard

  • Malvern
  • Today
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    Skills

    • Analysis Skillsunmatched
    • Business Supportunmatched
    • Call Center Evaluationunmatched
    • Call Center Operationsunmatched
    • Career Developmentunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Cross-Functionalunmatched
    • Customer Escalationsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Service Operationsunmatched
    • Decision Supportunmatched
    • Financial Servicesunmatched
    • Industry/Trade Analysisunmatched
    • Interpersonal Skillsunmatched
    • Leadershipunmatched
    • Microsoft Officeunmatched
    • Operational Supportunmatched
    • Operationsunmatched
    • Operations Processesunmatched
    • Organizational Skillsunmatched
    • People Managementunmatched
    • Performance Analysisunmatched
    • Performance Managementunmatched
    • Performance Metricsunmatched
    • Process Improvementunmatched
    • Regulatory Requirementsunmatched
    • Support Documentationunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Trend Analysisunmatched

    Description

    Job Title

    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.

    Numbers & Facts

    LocationMalvern

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