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- Tasks: Provide top-notch support to clients and resolve their queries efficiently.
- Company: Vanguard is a revolutionary investment company focused on client interests and low-cost investing.
- Benefits: Enjoy a hybrid work model and be part of a globally trusted investment firm.
- Why this job: Join a culture of innovation and client-first thinking while making a real impact in finance.
- Qualifications: Two years of client services experience and a background in asset management are essential.
- Other info: Participate in special projects and contribute to process improvements.
The predicted salary is between 28800 - 48000 £ per year.
Vanguard is an investment company unlike any other. It was founded on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market; they track the performance of the entire market. We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years, more than 30 million investors worldwide now trust us with their money.
As Client Services Associate, you will be responsible for providing helpful, friendly and high-quality support to our clients, when they need it.
Responsibilities- Handles and prioritises client requests.
- May engage with internal partners or clients directly to resolve outstanding issues.
- Follows standardised procedures to resolve client issues.
- Conducts research to fulfil complex client requests and transactions.
- Identifies applicable internal partners to collaborate with to develop solutions to complex issues.
- Identifies trends and contributes to process improvement efforts.
- Ensures client inquiries are resolved and communicated within defined service levels.
- Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
- Develops and maintains proficient knowledge of Vanguard funds, products, operations and services.
- Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Supports optimisation projects to improve processes, services and systems.
- Participates in special projects and performs other duties as assigned.
- Minimum of two years related work experience required.
- Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
- Experience working within financial/professional services is mandatory to be considered for this position.
- Need to have good knowledge of funds, ETF's basic operations and where funds go.
- Must come from an Asset management background.
Client Services Representative employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative
✨Tip Number 1
Familiarise yourself with Vanguard's investment philosophy and their range of products. Understanding their approach to low-cost, uncomplicated investing will help you align your responses during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Brush up on your knowledge of ETFs and mutual funds, as well as the current trends in the financial services industry. Being able to discuss these topics confidently will show that you are well-prepared and knowledgeable about the field.
✨Tip Number 3
Network with professionals in the asset management sector, especially those who have experience with client services. They can provide valuable insights into the role and may even refer you to opportunities at Vanguard.
✨Tip Number 4
Prepare for situational interview questions by thinking of examples from your past experiences where you've successfully resolved client issues or improved processes. This will help you showcase your problem-solving skills and client service expertise effectively.
We think you need these skills to ace Client Services Representative
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Services Representative at Vanguard. Highlight your relevant experience in client services and how it aligns with their expectations.
Tailor Your CV: Customise your CV to reflect your experience in financial services and asset management. Emphasise your skills in handling client requests, problem-solving, and your knowledge of funds and ETFs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of Vanguard's mission. Mention specific examples from your past work that demonstrate your ability to provide high-quality support.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise, reflecting the professionalism expected in the financial services industry.
How to prepare for a job interview at Vanguard
✨Know Your Financial Products
Make sure you have a solid understanding of Vanguard's funds, ETFs, and the overall financial services industry. Be prepared to discuss how these products work and their benefits to clients.
✨Demonstrate Client-Centric Attitude
Vanguard values client service highly. During the interview, showcase your experience in handling client requests and resolving issues. Use specific examples that highlight your ability to provide friendly and effective support.
✨Showcase Problem-Solving Skills
Be ready to discuss how you've tackled complex client issues in the past. Highlight your research skills and your ability to collaborate with internal partners to find solutions.
✨Understand Regulatory Guidelines
Familiarise yourself with the regulatory environment surrounding financial services. Be prepared to explain how you ensure compliance in your communications and client interactions.
