Client Case Representative, Associate

Vanguard; Manchester; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Vanguard is seeking a client services professional in Manchester to act as the first point of contact for clients, handling inquiries about investments, funds and accounts. You will follow standardized processes to complete monetary and administrative transactions and document client feedback for service improvements.

The role requires growing knowledge of Vanguard funds and services and may involve participating in special projects, with a hybrid work model supporting collaboration and

Qualifications

• Minimum of one year related work experience required.
• Experience in client services preferred.
• 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.

Responsibilities

• Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
• Follows standardized processes to complete monetary and administrative transactions.
• Documents and reports client feedback for process improvement efforts.
• Uses consultative approach to position products and services to clients.
• Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
• Participates in special projects and performs other duties as assigned.

Skills

Client services

Education

Undergraduate degree or equivalent

Job description

Answers client requests and completes transactions to resolve client needs. May elevate issues.

Core Responsibilities

1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.

2. Follows standardized processes to complete monetary and administrative transactions.

3. Documents and reports client feedback for process improvement efforts.

4. Uses consultative approach to position products and services to clients.

5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.

6. 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.