Client Service Associate

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 adjustments@robertwalters.com 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.

Extra information

Status

Closed

Education Level

Secondary School

Location

Manchester

Type of Contract

Casual / Part Time Jobs

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English