HNW Client Services Specialist - Investments & Pensions (Hybrid)

HNW Client Services Specialist - Investments & Pensions (Hybrid)

Full-Time 35000 - 40000 £ / year (est.) No working from home possible
Vanguard

At a Glance

  • Tasks: Deliver top-notch service to high-net-worth clients in investments and pensions.
  • Company: Join Vanguard, a leader in investment management with a focus on client success.
  • Benefits: Enjoy a hybrid work model, competitive pay, and opportunities for professional growth.
  • Other info: Be part of a dynamic team dedicated to continuous improvement and client satisfaction.
  • Why this job: Make a real difference by guiding clients through their financial journeys.
  • Qualifications: Strong knowledge of pensions and investments, plus excellent communication skills.

The predicted salary is between 35000 - 40000 £ per year.

Vanguard is seeking a Managed & HNW Client Services Associate to deliver best‑in‑market service to our most valuable clients.

Drawing on pension and investment knowledge, you’ll guide clients through interactions, build trusted relationships, and help shape the service model across channels.

You’ll thrive in a hybrid London role, handling high‑value transfers, booked meetings (Managed ISA & Pension), and escalation queries while contributing to continuous improvement and client outcomes.

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HNW Client Services Specialist - Investments & Pensions (Hybrid) employer: Vanguard

Vanguard in Manchester is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive growth opportunities, including professional development and mentorship, while enjoying the flexibility of a hybrid work model that promotes work-life balance. With a commitment to excellence and a supportive environment, Vanguard empowers its team members to thrive and make impactful contributions to the business.

Vanguard

Contact Details:

Vanguard Recruitment Team

We think you need these skills to ace HNW Client Services Specialist - Investments & Pensions (Hybrid)

Pension Knowledge
Investment Knowledge
Client Relationship Management
Service Model Development
High-Value Transfer Handling
Meeting Coordination
Escalation Query Resolution