At a Glance
- Tasks: Support case handlers in delivering top-notch client service and manage essential administrative tasks.
- Company: Join Vanguard, a leader in the financial services industry with a focus on diversity and inclusion.
- Benefits: Enjoy a hybrid working model, competitive pay, and opportunities for professional growth.
- Other info: Be part of a mission-driven team that values collaboration and long-term success.
- Why this job: Make a real difference by helping clients navigate complex cases and building strong relationships.
- Qualifications: Relevant work experience and a degree or equivalent training are required.
The predicted salary is between 30000 - 40000 £ per year.
At Vanguard, we believe the best way to achieve long-term success as a business is to focus on the long-term success of our investors.
As a Contractor within the Complex Case Associate, you will support case handlers in providing excellent client service across our Source of Wealth and Bereavement processes and other functions within the business area.
At Vanguard, we believe the best way to achieve long-term success as a business is to focus on the long-term success of our investors.
As a Contractor within the Complex Case Associate, you will support case handlers in providing excellent client service across our Source of Wealth and Bereavement processes and other functions within the business area.
Updating client accounts and performing essential administrative tasks and data input to support case management.
~ Resolve client inquiries within established service levels, ensuring all communications are accurate, clear and compliant with regulatory guideline standards.
~ Contribute to special projects as assigned.
~ Develops and maintains proficient knowledge of Vanguard funds, products, and services.
Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
The role emphasizes building strong client relationships by balancing excellent service with scalable solutions, acting as an intermediary between FNZ and Vanguard, and prioritizing client needs.
Proven relevant work experience required; client services experience preferred.
~ An undergraduate degree or equivalent training/experience is necessary.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
Please note that this contract position is being managed by our outsourcing partner, Robert Walters Outsourcing.
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 Service Associate - Complex Cases (12-month contract) in Manchester 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Associate - Complex Cases (12-month contract) in Manchester
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Vanguard.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Vanguard might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Service Associate - Complex Cases (12-month contract) in Manchester
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Vanguard will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Vanguard. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Vanguard confidence in your short-term commitment to the role.
How to prepare for a job interview at Vanguard
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Vanguard.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Vanguard that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
