Client Case Representative, Senior Associate
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Job Location:
Monthly Salary:
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Youll thrive in a dynamic environment serving clients across multiple channels phone secure message and planned meetings while contributing to continuous improvements in how we engage and support highvalue investors.
What Youll Do
Client Experience & Service Delivery
- Provide exceptional service to highvalue and highcomplexity clients ensuring every interaction builds trust and confidence.
- Respond to inbound calls and secure messages from HNW clients with timely clear and comprehensive guidance.
- Take endtoend ownership of onboarding new affluent clients including proactive outreach expectation setting and ensuring a seamless start to their Vanguard journey.
Specialist Support & Problem Solving
- Support highrisk transfers into Vanguard by coordinating with internal and external partners to ensure smooth execution and outstanding client communication.
- Lead and deliver Managed Services booked meetings (Managed ISA & Pension) helping clients achieve strong financial outcomes.
- Act as an escalation point for Managed Services queries and provide training to the wider Client Services team.
Insight & Continuous Improvement
- Use client data and insights to help shape and evolve our service model where improvements are within our control.
- Demonstrate a keen interest in investment markets and share expertise by leading huddles training sessions and knowledgebuilding activities.
- Collaborate closely with a small highperforming team that puts the client first in everything we do.
Knowledge & Professional Standards
- Maintain deep expertise in Vanguards funds products and services.
- Understand the broader financial services landscape including legal tax and regulatory considerations to support clients effectively.
- Uphold high standards of professionalism judgement and clientfocused decisionmaking.
What Were Looking For
Essential Experience & Qualifications
- Proven experience in Investments Wealth Management Private Banking or a related field with strong exposure to pensions and investments.
- A relevant Level 4 qualification such as:
- Diploma in Regulated Financial Planning
- Investment Advice Diploma
- IMC Level 1 & 2
- Level 4 Certificate in Investment Management
- Exceptional client service skills and the ability to engage confidently with HNW clients and senior stakeholders.
- Undergraduate degree or equivalent combination of training and experience.
Why Join Us
Youll be part of a collaborative and highly skilled team that puts clients at the heart of everything we do. Youll have the opportunity to broaden your investment expertise play a key role in shaping service delivery and build experience that sets you up for longterm career growth at Vanguard.
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.
Required Experience:
Senior IC
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
