Client Service Associate
3 weeks ago
Client Service role supporting my clients personal investors with their current portfolio.
6 months position to support through tax year end.
**Client Details**
One of the largest Asset Managers Globally.
**Description**
- Ensure that all client enquiries are responded to within defined service levels and in line with Vanguard standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriateto their needs.
- Communicate optimally with clients and third parties keeping them informed of change/issues etc.
- Collaborate closely with contracted third party on service delivery.
- Assess client needs, expectations and behaviors as a basis for recommending service enhancements. Influence critical initiatives to ensure that my client provides client service that exceeds expectations. Supports continuous improvement initiatives for internaland external processes and services.
- Ensure that policies and procedures are continually followed and that key business unit indicators are met.
- Proactively handle internal client relationships (i.e., Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients' needs.
- Maintain an appropriate level of industry knowledge including keeping current on Vanguard and policies and objectives
- Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and driven measures.
- Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.
**Profile**
- Ideally you will have a background in client service
- Experience in Financial Services preferred but not essential
- Interest in Investment Management
- Pensions knowledge desirable but not essential
- Passion for customer care and ensuring they receive a great experience
- Full training provided
**Job Offer**
6 month contract
Hybrid role - 3 days in the office
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