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For Companies At a Glance
- Tasks: Handle client inquiries and provide solutions while building strong relationships.
- Company: Vanguard is a leading investment management firm focused on client interests.
- Benefits: Enjoy a hybrid work model, flexibility, and a collaborative culture.
- Why this job: Be part of a new team in Madrid, shaping client services and making an impact.
- Qualifications: Fluent in Spanish and English with experience in financial services required.
- Other info: Join us in the vibrant Barrio de Salamanca, Madrid's financial hub.
The predicted salary is between 25200 - 42000 £ 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Other
Client Services Specialist, Vanguard Spain (based in Madrid) employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Specialist, Vanguard Spain (based in Madrid)
✨Tip Number 1
Familiarise yourself with Vanguard's products and services, especially their index funds and ETFs. Understanding these will not only help you answer client inquiries effectively but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Brush up on your knowledge of the financial services industry, particularly in Spain. Being well-versed in local market trends and regulations will give you an edge when discussing how you can contribute to Vanguard's success in the region.
✨Tip Number 3
Practice your communication skills in both Spanish and English. As a Client Services Specialist, you'll need to convey complex information clearly and concisely to clients, so being fluent and confident in both languages is crucial.
✨Tip Number 4
Network with professionals in the asset management and financial advisory sectors. Building connections can provide valuable insights into the role and may even lead to referrals, increasing your chances of landing the job at Vanguard.
We think you need these skills to ace Client Services Specialist, Vanguard Spain (based in Madrid)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Services Specialist at Vanguard. Highlight your experience in handling client inquiries and resolving complex issues in your application.
Tailor Your CV: Customise your CV to reflect relevant experience in sales support or investment client services. Emphasise your fluency in Spanish and English, as well as any experience in asset management or financial advisory roles.
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 of how you've successfully resolved client issues in the past.
Proofread Your Application: Ensure that your application is free from grammatical errors and typos. A polished application reflects your attention to detail, which is crucial for a role that involves clear and concise communication.
How to prepare for a job interview at Vanguard
✨Know Vanguard Inside Out
Before your interview, make sure you research Vanguard thoroughly. Understand their history, values, and the services they offer, especially in the context of the Spanish market. This will show your genuine interest in the company and help you answer questions more effectively.
✨Demonstrate Client-Centric Skills
As a Client Services Specialist, your ability to handle client inquiries is crucial. Prepare examples from your past experience where you successfully resolved client issues or improved client satisfaction. Highlight your communication skills and how you prioritise client needs.
✨Showcase Your Bilingual Abilities
Fluency in both Spanish and English is essential for this role. Be prepared to demonstrate your language skills during the interview. You might be asked to switch between languages or respond to questions in both, so practice speaking confidently in both tongues.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of complex client situations you've faced in the past and how you approached them. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
