Client Case Representative

5 days ago


Manchester, Greater Manchester, United Kingdom Robert Walters Full time

Client Case Representative - Transfers

12 Month Contract

Manchester

Monday - Friday

As a Client Case Representatives, Senior Associate, you will;


  • Handles and prioritizes complex assigned or escalated client requests. May follow up with internal partners or clients directly to resolve outstanding issues.
  • Follows standardized 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, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
  • Participates in special projects and performs other duties as assigned.

What it takes:

  • Minimum of two years related work experience required. Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required
  • Transfers experience
  • SIPP

If you are passionate about making a difference in the lives of others and possess the necessary skills to excel as a Client Representative, we encourage you to apply.



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