Client Service Associate

Robert Walters; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading investment firm in Manchester is seeking a Client Service Associate for a 6-month hybrid contract. The role involves providing clear and compliant communications to clients, maintaining client accounts, and resolving inquiries efficiently. Candidates should have proven experience in client services and excellent communication skills. This is a great opportunity to contribute to an innovative team with a focus on client success.

Qualifications

• Proven experience in client services.
• Strong administrative skills.
• Demonstrated customer service expertise.
• Excellent written and verbal communication skills.

Responsibilities

• Provide standardized, clear, and compliant communications to clients.
• Maintain and update client accounts, performing administrative tasks.
• Resolve client inquiries within service levels.
• Escalate cases appropriately.
• Develop and maintain expertise in financial services and regulations.

Skills

Client services experience

Strong administrative skills

Customer service expertise

Excellent communication skills

Job description

Client Service Associate

Location: Manchester
Job Type: 6-month contract
Work Setup: Hybrid

Who We Are

Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.

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
• Strong administrative skills
• Demonstrated customer service expertise
• Excellent written and verbal communication skills

What's Next

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 (see below) 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.