Answers client requests and completes transactions to resolve client needs. May elevate issues.
Core Responsibilities
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Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
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Follows standardized processes to complete monetary and administrative transactions.
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Documents and reports client feedback for process improvement efforts.
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Uses consultative approach to position products and services to clients.
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Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
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Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of one year related work experience required. Experience in client services preferred.
- Undergraduate degree or equivalent combination of training and experience required.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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 Case Representative, Associate in Manchester employer: Vanguard
Vanguard is an exceptional employer, offering a dynamic and mission-driven work environment in London and Manchester. With a strong focus on employee growth, we foster a culture of collaboration and continuous improvement, empowering our teams to excel in financial crime operations while ensuring compliance and operational excellence. Our hybrid working model provides flexibility, allowing you to balance professional and personal commitments, making Vanguard a rewarding place to build your career.
