At a Glance
- Tasks: Support case handlers in delivering top-notch client service and managing complex cases.
- Company: Join Vanguard, a leader in financial services with a commitment to diversity and inclusion.
- Benefits: Enjoy a hybrid working model, competitive pay, and opportunities for professional growth.
- Other info: Be part of a collaborative culture that values your unique strengths.
- Why this job: Make a real difference by helping clients navigate important financial processes.
- Qualifications: Relevant work experience and a degree or equivalent training are essential.
The predicted salary is between 30000 - 40000 £ per year.
As a Contractor within the Complex Case Associate, you will support case handlers in providing excellent client service across our Source of Wealth and Bereavement processes and other functions within the business area.
- Role Responsibilities
- Deliver standardized communications across a variety of subjects including source of wealth and bereavement.
- Update client accounts and perform essential administrative tasks and data input to support case management.
- Resolve client inquiries within established service levels, ensuring all communications are accurate, clear and compliant with regulatory guidelines and standards.
- Escalate cases appropriately for further client communication or referral to internal teams.
- Contribute to special projects as assigned.
- Develop and maintain proficient knowledge of Vanguard funds, products, and services; understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Client Focus and Impact
The role emphasizes building strong client relationships by balancing excellent service with scalable solutions, acting as an intermediary between FNZ and Vanguard, and prioritizing client needs.
Qualifications Required
- Proven relevant work experience required; client services experience preferred.
- An undergraduate degree or equivalent training/experience is necessary.
- Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew, and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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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Client Service Associate - Complex Cases (12-month contract) in Manchester 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.
