Client Service Associate: Complex Case (Hybrid)

Vanguard; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading investment firm in Manchester is seeking a Complex Case Associate to support case handlers in delivering exceptional client service. This hybrid role emphasizes building client relationships and requires experience in client services along with attention to detail and communication skills. Candidates should hold an undergraduate degree or equivalent experience. Join a purpose-driven environment where your growth and contribution will truly matter.

Qualifications

• Previous experience in client services or a similar role.
• Strong attention to detail and communication skills.
• Undergraduate degree or equivalent experience.

Responsibilities

• Manage account updates and perform essential administrative tasks to support case management.
• Resolve client inquiries within established service levels.
• Escalate cases appropriately for further client communication.
• Collaborate with internal teams and contribute to special projects.
• Develop and maintain proficient knowledge of Vanguard funds and services.

Skills

Client services experience

Strong attention to detail

Communication skills

Education

Undergraduate degree or equivalent experience

Job description

A leading investment firm in Manchester is seeking a Complex Case Associate to support case handlers in delivering exceptional client service. This hybrid role emphasizes building client relationships and requires experience in client services along with attention to detail and communication skills. Candidates should hold an undergraduate degree or equivalent experience. Join a purpose-driven environment where your growth and contribution will truly matter.