Client Case Representative
5 days ago
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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