Team Lead, Client Representatives

Vanguard Group, Inc.

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience required.
  • At least three years in financial services, client service operations, or contact center leadership.
  • Preferred experience in people leadership and institutional investment.
  • Proven track record in coaching, developing, and managing performance.
  • Experience in resolving escalated client issues in a high-pressure environment.
  • Strong analytical and organizational skills with data-driven decision-making capabilities.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Lead and develop a team of approximately 15 client representatives, fostering a culture of collaboration.
  • Conduct performance discussions and provide timely feedback for career growth.
  • Ensure contact center operations meet service, operational, and client experience standards.
  • Manage and resolve complex escalated client situations effectively.
  • Deliver coaching to enhance team performance and client interactions.
  • Analyze performance metrics and operational data to identify improvement opportunities.
  • Collaborate with cross-functional teams on operational initiatives.

Benefits

  • Comprehensive health and wellness programs.
  • Professional development and training opportunities.
  • Flexible work arrangements and a supportive work environment.
  • Retirement savings plan with company match.
  • Employee assistance programs and resources.
Full 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.

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