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- Tasks: Support case handlers and deliver excellent service to clients in complex situations.
- Company: Join Vanguard, a purpose-driven company focused on long-term success for investors.
- Benefits: Hybrid work model, growth opportunities, and a culture that values diversity and inclusion.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in client services and strong communication skills required.
- Other info: Work 3 days in the Manchester office, with a focus on collaboration.
The predicted salary is between 28800 - 43200 ÂŁ per year.
Make a Difference for Investors – and Grow Your Career with Vanguard! At Vanguard, we believe the best way to achieve long‑term success is to focus on the long‑term success of our investors. Join us as a Complex Case Associate (Contractor) and support case handlers in providing excellent services across our Source of Wealth and Bereavement processes. Your work will make a real impact—while you grow your skills in a supportive, purpose‑driven environment.
What You’ll Do
- Deliver standardised communications to source of wealth and bereavement clients.
- Manage account updates and perform essential administrative tasks to support case management.
- Resolve client inquiries within established service levels, ensuring all communications are accurate, clear and compliant with regulatory guideline standards.
- Escalate cases appropriately for further client communication or referral to internal teams.
- Collaborate with internal teams and contribute to special projects.
- 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.
Client focus and impact
The role emphasizes building strong client relationships by balancing excellent service with scalable solutions, acting as an intermediary between FNZ and Vanguard, and prioritising client needs.
What We’re Looking For
- Previous experience in client services or a similar role.
- Strong attention to detail and communication skills.
- Undergraduate degree or equivalent experience.
Why Join Us
We’re not just about investing—we’re about doing the right thing for the people we serve. At Vanguard, you’ll find purpose, growth, and a culture that values diversity and inclusion.
Additional Details
Hybrid role: 3 days in our Manchester office (Tue–Thu). Please note: Vanguard does not offer sponsorship for this position.
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. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
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.
Client Service Associate - Complex Cases (6 month contract) in Manchester employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate - Complex Cases (6 month contract) in Manchester
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Vanguard on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Familiarise yourself with Vanguard’s values and services. Show them you’re not just another candidate but someone who genuinely cares about their mission.
✨Tip Number 3
Practice your communication skills! Since this role is all about client interactions, being clear and confident in your responses will set you apart. Try mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Vanguard crew and making a difference.
We think you need these skills to ace Client Service Associate - Complex Cases (6 month contract) 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 previous experience in client services and any relevant skills that match what we're looking for. This shows us you’re genuinely interested and have done your homework!
Showcase Your Communication Skills: Since this role involves delivering clear and compliant communications, it’s essential to demonstrate your strong communication skills. Use concise language and ensure your application is free from errors. We want to see how you can convey information effectively!
Highlight Attention to Detail: Attention to detail is key in this position. When filling out your application, double-check everything! Make sure all your information is accurate and well-organised. This will give us confidence in your ability to manage client inquiries and administrative tasks.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Vanguard
✨Know Your Stuff
Before the interview, make sure you brush up on Vanguard's funds, products, and services. Understanding the financial services industry, especially around source of wealth and bereavement processes, will show that you're serious about the role and can hit the ground running.
✨Showcase Your Client Focus
Prepare examples from your previous experience where you've successfully managed client relationships or resolved inquiries. Highlight how you balanced excellent service with scalable solutions, as this aligns perfectly with what they’re looking for in a Complex Case Associate.
✨Be Detail-Oriented
Since the role requires strong attention to detail, practice articulating how you've ensured accuracy and compliance in your past roles. Bring up specific instances where your meticulous nature made a difference in client communications or case management.
✨Embrace the Culture
Familiarise yourself with Vanguard’s commitment to diversity and inclusion. During the interview, express how you value these principles and how you can contribute to a supportive, purpose-driven environment. This will resonate well with their mission and culture.
