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Client Services Specialist, Vanguard Spain (based in Madrid)

Vanguard

London

On-site

GBP 30,000 - 45,000

Full time

Yesterday

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Job summary

A leading investment management firm is seeking a Client Services Specialist to support their new office in Madrid. The role involves handling client inquiries, resolving issues, and collaborating with internal teams. Candidates should be fluent in Spanish and English, with relevant experience in financial services. This position offers a chance to be part of a growing team in a hybrid work environment.

Qualifications

Experience in asset management, financial advisory, or banking.
Sales support and investment client services experience required.

Responsibilities

Handle and prioritize client requests, including complex issues.
Conduct research to fulfill complex client requests.
Develop knowledge of Vanguard funds and services.

Skills

Fluent Spanish

Fluent English

Client Services

Education

Undergraduate degree

Client Services Specialist, Vanguard Spain (based in Madrid)

Join to apply for the Client Services Specialist, Vanguard Spain (based in Madrid) role at Vanguard

Client Services Specialist, Vanguard Spain (based in Madrid)

Join to apply for the Client Services Specialist, Vanguard Spain (based in Madrid) role at Vanguard

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As Client Services Specialist you will take responsibility for handling and investigating inquiries from our Spanish clients and communicating solutions.

About Vanguard Spain

Vanguard is a company built on the simple premise that an investment firm should manage its funds solely in the interests of its clients. Since establishing the first indexed mutual fund in the U.S. in 1976, Vanguard has grown into one of the world’s largest and most respected investment management companies. Globally, Vanguard manages some 10.4 trillion US Dollars on behalf of our clients. Our experience in Europe is a compelling 15-year growth story and we are excited to invite applications for vacancies in our new Spain Office in Madrid.

We have worked with clients in Spain for many years and have deep rooted client relationships on the ground. Opening the office in Madrid will allow us to broaden and deepen those relationships with wholesale and adviser clients. Spain is one of the largest investment management markets in Europe but is characterised by low penetration of indexing and ETFs. As one of the largest passive and active investment managers in the world, Vanguard is well positioned to help Spanish investors understand the benefits of low-cost index funds and ETFs.

About The Role

As Client Services Specialist you will take responsibility for handling and investigating inquiries from our Spanish clients and communicating solutions. This is a new office for Vanguard, and you will be a key part of the newly established team, setting up the processes and ways of working. In this role you will be trusted face of Vanguard for many of our clients and a critical part of our success in Spain.

Responsibilities

Handle and prioritise client requests, including complex issues and escalations. Follow up with internal partners or clients directly to resolve outstanding issues.
Follow standardised procedures to resolve client issues. Conduct research to fulfill complex client requests and transactions.
Identify applicable internal partners to collaborate with to develop solutions to complex issues. Identify trends and contribute to process improvement efforts.
Ensure client inquiries are resolved and communicated within defined service levels. Ensure all communications are within regulatory guidelines and are accurate, clear, and concise.
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.
Participate in special projects and performs other duties as assigned.

Qualifications

Related sales support and investment client services experience
A solid track record of working in an asset management, financial advisory, banking, or related sector.
Fluent Spanish and English language skills, to business proficiency level
Undergraduate degree or equivalent combination of training and experience.

Our office in Madrid

We are in the process of establishing our new office in Madrid in the Barrio de Salamanca region. This job will be based there.

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.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Other

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