Client Services Representative

JR United Kingdom; London; On-site; GBP 60,000 - 80,000; Full time

Job description

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Vanguard is an investment company unlike any other. It was founded on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market, they track the performance of the entire market. Or as our Founder Jack Bogle put it, "Don't look for the needle in the haystack. Just buy the haystack!". We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.

About the Role - As Client Services Associate, you will be responsible for providing helpful, friendly and high-quality support to our clients, when they need it.

Responsibilities -

• Handles and prioritises client requests. May engage with internal partners or clients directly to resolve outstanding issues.
• Follows standardised procedures to resolve client issues. Conducts research to fulfill complex client requests and transactions.
• Identifies applicable internal partners to collaborate with to develop solutions to complex issues. Identifies trends and contributes to process improvement efforts.
• Ensures client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.
• Develops and maintains proficient knowledge of Vanguard funds, products, operations and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
• Supports optimisation projects to improve processes, services and systems.
• Participates in special projects and performs other duties as assigned.

Required Skills

• Minimum of two years related work experience required. Experience in client services preferred.
• Undergraduate degree or equivalent combination of training and experience required.
• Experience working within financial/professional services is mandatory to be considered for this position
• Need to have good knowledge of funds, ETF's basic operations and where funds go.
• Must come from an Asset management background.