Client Service Associate Complex Cases (6 month contract)

The Vanguard Group; Manchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company in Manchester is seeking a Complex Case Associate to enhance client support in Source of Wealth and Bereavement processes. This full-time role emphasizes exceptional communication, attention to detail, and a strong background in client services. Candidates should have an undergraduate degree or equivalent experience and be prepared for a hybrid work environment. Join a purpose-driven team focused on client relationships and investment success.

Qualifications

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

Responsibilities

• Deliver standardized communications to source of wealth clients.
• Manage account updates and perform essential administrative tasks.
• Resolve client inquiries within established service levels.

Skills

Attention to detail

Communication skills

Client services experience

Education

Undergraduate degree or equivalent experience

Job description

Make a Difference for Investors and Grow Your Career with Vanguard!

At Vanguard we believe the best way to achieve long-term success as a business 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 impactwhile you grow your skills in a supportive purpose-driven environment.

What Youll Do :

• Deliver s tandardised communications to source of wealth and bereave ment 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 appropriate ly 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 .

C lient 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 prioritizing client needs.

What Were 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

Were not just about investingwere about doing the right thing for the people we serve. At Vanguard youll find purpose growth and a culture that values diversity and inclusion.

Additional Details :

• Hybrid role : 3 days in our Manchester office (TueThu)
• Please note : Vanguard does not offer sponsorship for this position.

Inclusion Statement

Vanguards 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 Vanguards core purpose through our values.

When all crew members feel valued and included our ability to collaborate and innovate is amplified and we are united in delivering on Vanguards core purpose.

Our core purpose : To take a stand for all investors to treat them fairly and to give them the best chance for investment success.

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.

Key Skills

• Restaurant Experience
• Time Management
• Food Service
• Data Entry
• Customer Service
• Direct Support
• Computer Skills
• Serving Experience
• Medical office experience
• Dietary Department Experience
• Medical Terminology
• Phone Etiquette

Employment Type

Full-Time