Client Case Representative, Associate

The Vanguard Group; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

Vanguard in Manchester is seeking a client services professional to be the first point of contact for clients, handling requests for investment, fund, and account information, and resolving routine issues. The role supports process improvements and collaborates across teams in a hybrid work environment.

The position requires at least a year of related experience, an undergraduate degree or equivalent, and a regulatory license path to be determined by Compliance.

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.

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.

Education

Undergraduate degree

Job description

Core 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.

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.

About Us

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.