Client Services Specialist
2 weeks ago
In this role, you will:
- Broadens relationships with existing clients. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention.
- Evaluates client needs through consultations. Uses strong relationship management skills and knowledge of client needs to help clients develop financial goals.
- Resolves client inquiries related to products or services. Solutions may not be readily available and require additional research or problem solving.
- Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services.
- Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
- Participates in special projects and performs other duties as assigned.
What it takes:
- Minimum of three years related work experience. Two years’ experience in Relationship Management preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- German language skills desirable
Special Factors
- Vanguard is not offering visa sponsorship for this position
INTERNAL CREW, CONTRACTOR & DIRECT APPLICATIONS ONLY.
Please note, current suppliers and potential suppliers are not permitted to communicate with or contact or send or otherwise provide any speculative resumes to any department, business unit, subsidiary or affiliate of Vanguard, or any employee thereof, at any time unless expressly instructed or permitted by a member of Vanguard’s HR department. For the avoidance of doubt, Vanguard will not pay any fees to a supplier or potential supplier in respect of any candidate unless Vanguard HR has either requested the referral or given its prior written consent to the referral. If you would like to partner with Vanguard Europe, please contact recruitment_europe@vanguard.com
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We 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. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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