At a Glance
- Tasks: Support complex client cases and manage communications with accuracy and compliance.
- Company: Vanguard, a leading global investment firm focused on helping investors succeed.
- Benefits: Hybrid work setup, competitive salary, and opportunities for professional growth.
- Other info: 12-month contract with a focus on continuous improvement and learning.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client service or administration, with strong attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
- Client Service Administrator - Complex Cases Location : Manchester
- Role
Type: Contract - 12 months Work Setup : Hybrid - (Tues-Thurs in the office) Who We Are Vanguard is a global investment firm known for low-cost funds and ETFs, helping investors achieve long-term financial goals with transparent, disciplined strategies.
What you'll do Provide administrative support across complex client cases, including Source of Wealth and Bereavement processes.
Prepare and issue client communications, ensuring they are accurate, compliant, and delivered within agreed service levels.
Update client records, manage case information, and maintain accurate data across internal systems.
Respond to client enquiries promptly, escalating cases where appropriate to specialist teams.
Assist with departmental projects and continuous improvement initiatives.
Build and maintain knowledge of investment products, services, and relevant financial regulations.
What you bring Previous experience in a client service, customer service, or administrative role.
Experience handling confidential and sensitive information with discretion and professionalism.
Strong administrative experience, including managing ad hoc requests and supporting day...
Client Service Administrator - Complex Cases employer: Robert Walters
Join a leading organisation in the UK property and infrastructure sector as a Legal Director - Construction and Development, where you will be part of a dynamic team that values collaboration and innovation. With a hybrid working model, competitive salary, and opportunities for professional growth, this role offers a unique chance to influence major projects while enjoying a supportive work culture that prioritises employee well-being and development. Located in Cheshire, you will benefit from a vibrant community and access to a wealth of resources in the construction and development field.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator - Complex Cases
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Robert Walters.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Robert Walters might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Service Administrator - Complex Cases
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Robert Walters will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Robert Walters. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Robert Walters confidence in your short-term commitment to the role.
How to prepare for a job interview at Robert Walters
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Robert Walters.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Robert Walters that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
