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- Tasks: Handle client inquiries and provide solutions in a dynamic new office.
- Company: Vanguard is a leading investment management firm with a client-first approach.
- Benefits: Enjoy a hybrid working model and a collaborative culture.
- Why this job: Be part of a growing team in Spain, making a real impact on clients' financial journeys.
- Qualifications: Fluent in Spanish and English, with experience in client services or finance.
- Other info: Join us in the vibrant Barrio de Salamanca, Madrid.
The predicted salary is between 28800 - 43200 £ per year.
As Client Services Specialist you will take responsibility for handling and investigating inquiries from our Spanish clients and communicating solutions.
About Vanguard Spain
Vanguard is a company built on the simple premise that an investment firm should manage its funds solely in the interests of its clients. Since establishing the first indexed mutual fund in the U.S. in 1976, Vanguard has grown into one of the world's largest and most respected investment management companies. Globally, Vanguard manages some 10.4 trillion US Dollars on behalf of our clients. Our experience in Europe is a compelling 15-year growth story and we are excited to invite applications for vacancies in our new Spain Office in Madrid. We have worked with clients in Spain for many years and have deep rooted client relationships on the ground. Opening the office in Madrid will allow us to broaden and deepen those relationships with wholesale and adviser clients. Spain is one of the largest investment management markets in Europe but is characterised by low penetration of indexing and ETFs. As one of the largest passive and active investment managers in the world, Vanguard is well positioned to help Spanish investors understand the benefits of low-cost index funds and ETFs.
About the role
As Client Services Specialist you will take responsibility for handling and investigating inquiries from our Spanish clients and communicating solutions. This is a new office for Vanguard, and you will be a key part of the newly established team, setting up the processes and ways of working. In this role you will be trusted face of Vanguard for many of our clients and a critical part of our success in Spain.
Responsibilities
- Handle and prioritise client requests, including complex issues and escalations.
- Follow up with internal partners or clients directly to resolve outstanding issues.
- Follow standardised procedures to resolve client issues.
- Conduct research to fulfill complex client requests and transactions.
- Identify applicable internal partners to collaborate with to develop solutions to complex issues.
- Identify trends and contribute to process improvement efforts.
- Ensure client inquiries are resolved and communicated within defined service levels.
- Ensure all communications are within regulatory guidelines and are accurate, clear, and concise.
- 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.
- Participate in special projects and performs other duties as assigned.
Qualifications
- Related sales support and investment client services experience.
- A solid track record of working in an asset management, financial advisory, banking, or related sector.
- Fluent Spanish and English language skills, to business proficiency level.
- Undergraduate degree or equivalent combination of training and experience.
Our office in Madrid
We are in the process of establishing our new office in Madrid in the Barrio de Salamanca region. This job will be based there.
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.
Client Services Specialist, Vanguard Spain (based in Madrid) | London, UK employer: Vanguard Group, Inc.
Contact Detail:
Vanguard Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Specialist, Vanguard Spain (based in Madrid) | London, UK
✨Tip Number 1
Familiarise yourself with Vanguard's values and mission. Understanding their client-centric approach will help you align your responses during interviews, showcasing how you can contribute to their goals.
✨Tip Number 2
Brush up on your knowledge of investment products, particularly index funds and ETFs. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Network with current or former employees of Vanguard, especially those in client services roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 4
Prepare for situational interview questions that focus on client interactions. Think of examples from your past experiences where you successfully resolved complex issues, as this will highlight your problem-solving skills.
We think you need these skills to ace Client Services Specialist, Vanguard Spain (based in Madrid) | London, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Services Specialist at Vanguard. Familiarise yourself with their client service approach and how they handle inquiries.
Tailor Your CV: Highlight your relevant experience in client services or asset management. Emphasise your fluency in Spanish and English, as well as any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of Vanguard's mission. Mention how your background makes you a great fit for their new office in Madrid.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A polished application reflects your attention to detail, which is crucial in client services.
How to prepare for a job interview at Vanguard Group, Inc.
✨Know Vanguard's Values
Familiarise yourself with Vanguard's mission and values, especially their commitment to client interests. Understanding their philosophy will help you align your answers with what they stand for during the interview.
✨Demonstrate Client-Centric Skills
Prepare examples from your past experience that showcase your ability to handle client inquiries and resolve issues effectively. Highlight any situations where you went above and beyond to ensure client satisfaction.
✨Showcase Language Proficiency
Since the role requires fluency in both Spanish and English, be ready to demonstrate your language skills. You might be asked to switch between languages during the interview, so practice discussing your experiences in both.
✨Research the Financial Services Industry
Brush up on current trends and challenges in the financial services sector, particularly in Spain. Being knowledgeable about the industry will show your enthusiasm for the role and your readiness to contribute to Vanguard's success.
