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For Companies At a Glance
- Tasks: Support clients with clear communication and efficient case management.
- Company: Join a leading firm in the financial services industry.
- Benefits: Hybrid work setup, inclusive culture, and career development opportunities.
- Why this job: Make a difference by helping clients navigate important financial matters.
- Qualifications: Experience in client services and strong communication skills.
- Other info: Be part of a supportive team with a focus on inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
Location: Manchester, England, United Kingdom
Job Type: 6-month contract
Work Setup: Hybrid
What You’ll Do
- Provide standardized, clear, and compliant communications to source-of-wealth and bereavement clients
- Maintain and update client accounts, performing administrative tasks to support efficient case management
- Resolve client inquiries within service levels, ensuring accuracy, clarity, and regulatory compliance
- Escalate cases appropriately and contribute to special projects to support team and organizational objectives
- Develop and maintain expertise in the firm’s products, services, and the financial services industry, including relevant legal, tax, and regulatory matters, to guide clients effectively
What You Bring
- Proven experience in client services
- Demonstrated customer service expertise
- Excellent written and verbal communication skills
If you are ready to take the next step, apply now!
Successful applicants will be contacted directly by a recruiter to discuss the role more. We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at adjustments@robertwalters.com to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Client Service Associate in Manchester employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Service Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for client service roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, as a Client Service Associate, you'll need to demonstrate your ability to provide clear and compliant communications to clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re all about creating an inclusive recruitment experience, so you’ll be in good hands with us.
We think you need these skills to ace Client Service Associate in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Service Associate role. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. Use proper grammar and structure to demonstrate your ability to communicate effectively, just like you would with clients.
Be Specific About Your Experience: When detailing your previous roles, focus on specific examples where you've resolved client inquiries or managed accounts. We love seeing real-life scenarios that showcase your problem-solving skills and customer service expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows you're proactive and keen to join us!
How to prepare for a job interview at Vanguard
✨Know Your Stuff
Make sure you brush up on the firm's products and services, as well as the financial services industry. Being able to discuss relevant legal, tax, and regulatory matters will show that you're not just a candidate, but someone who can guide clients effectively.
✨Communication is Key
Since this role requires excellent written and verbal communication skills, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've successfully resolved client inquiries in the past.
✨Showcase Your Client Service Experience
Be ready to share specific instances where you've demonstrated your customer service expertise. Highlight how you maintained compliance and clarity in your communications, as this is crucial for the role.
✨Prepare for Scenarios
Think about potential scenarios you might face in the role, such as handling bereavement clients or escalating cases. Practising your responses will help you feel more confident and prepared during the interview.
