Client Case Representative

3 days ago

Manchester, Greater Manchester, United Kingdom Robert Walters Full time

Client Case Representative - Transfers

Location - Manchester

Pay – Competitive day rate PAYE

Contract Type – Temporary 12 Months

Hours of Work - 9am to 5pm Monday to Friday (Hybrid 3 days in Office 2 from home)

Start date – End of February 2025


About the Company

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.


We’re growing in Manchester

In 2023 we opened a new office in the Landmark Building at St Peter’s Square dedicated to continuing our core purpose; giving investors the best chance for investment success. Manchester is a natural home for Vanguard; a city that matches our ambition and diversity. We are building a team here that showcases our values of Care, Inclusion, Curiosity and Excellence. If that sounds like you, we’d love to hear from you.


About the Role


  • 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 fulfil 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


Equal Opportunity Statement


Include a statement on commitment to diversity and inclusivity.

Our client’s continued commitment to diversity and inclusion is firmly rooted in its culture. Every decision they make to best serve their clients, crew (internal employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” They believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. They empower their crew to contribute their distinct strengths to achieve their core purpose through their values. When all crew members feel valued and included, our clients' ability to collaborate and innovate is amplified, and we are united in delivering on that core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.


Commitment to equal employment opportunity

Our client is an equal opportunity employer who is committed to providing all crew members with a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, our client reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, colour, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, they prohibit discrimination based on genetic information, as well as any other protected characteristic.

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