At a Glance
- Tasks: Deliver top-notch service to high-value clients and guide them through complex interactions.
- Company: Join Vanguard, a leader in investment management with a collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on continuous improvement and teamwork.
- Why this job: Make a real impact by supporting clients and shaping the future of financial services.
- Qualifications: Experience in investments or wealth management and exceptional client service skills.
The predicted salary is between 40000 - 55000 £ per year.
As a Managed & HNW Client Services Associate, you will play a key role in delivering Vanguard’s best‑in‑market service to our most valuable and complex clients.
Drawing on your strong pension and investment knowledge, you’ll guide clients through a range of interactions, build trusted relationships, and help shape the future of our service model.
You’ll thrive in a dynamic environment, serving clients across multiple channels — phone, secure message, and planned meetings — while contributing to continuous improvements in how we engage and support high‑value investors.
- Client Experience & Service Delivery
- Provide exceptional service to Managed and high‑value and high‑complexity clients, ensuring every interaction builds trust and confidence.
- Respond to inbound calls and secure messages from Managed & HNW clients with timely, clear, and comprehensive guidance.
- Specialist Support & Problem Solving
- Support high‑risk transfers into Vanguard by coordinating with internal and external partners to ensure smooth execution and outstanding client communication.
- Deliver Managed Services booked meetings (Managed ISA & Pension), helping clients achieve strong financial outcomes.
- Act as an escalation point for Managed Services queries.
- Insight & Continuous Improvement
- Use the voice of client to drive better client outcomes.
- Demonstrate a keen interest in investment markets.
- Collaborate closely with a small, high‑performing team that puts the client first in everything we do.
- Knowledge & Professional Standards
- Maintain deep expertise in Vanguard’s funds, products, and services.
- Understand the broader financial services landscape — including legal, tax, and regulatory considerations — to support clients effectively.
- Uphold high standards of professionalism, judgement, and client‑focused decision‑making.
- What We’re Looking For
Essential Experience & Qualifications
- Proven experience in Investments, Wealth Management, Private Banking, or a related field with strong exposure to pensions and investments.
- Exceptional client service skills and the ability to engage confidently with HNW clients and senior stakeholders.
- Undergraduate degree or equivalent combination of training and experience.
- 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.
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Managed & HNW Client Services Associate employer: 慨正橡扯
At 慨正橡扯, we pride ourselves on being an exceptional employer that champions innovation and collaboration in the field of Behavioral Economics and Retirement Research. Our hybrid working model not only offers flexibility but also nurtures a vibrant work culture where employees are encouraged to grow and develop their skills through meaningful projects and leadership opportunities. Join us in Europe, where your expertise will directly contribute to enhancing investor outcomes and shaping impactful business strategies.
