Vanguard UK is seeking a Senior Associate Client Case Representative to manage complex client cases, ensuring thorough resolution and communication. The role requires strong problem-solving skills and the ability to collaborate across teams, with opportunities for internal mobility and career advancement
Job Summary
Own the end-to-end resolution of complex client cases, acting as a single point of accountability from investigation through resolution.
Research issues, coordinate with internal partners, and deliver clear, accurate, and compliant written communications that explain what occurred and how the issue was resolved.
Client Case Representatives commonly progress into more advanced complaint management, administrative, and quality management roles as they deepen their expertise.
Matching Summary
Match Score: 85
Vanguard UK is seeking a Senior Associate Client Case Representative to manage complex client cases, ensuring thorough resolution and communication. The role requires strong problem-solving skills and the ability to collaborate across teams, with opportunities for internal mobility and career advancement.
Skills & Requirements
Must-have
End-to-end resolution of complex client cases
Partnering across teams for solutions
Accurate and compliant written communications
Proficient knowledge of Vanguard funds and products
Nice-to-have
Meaningful internal mobility opportunities
Contributing to process improvement efforts
Thrive managing details and competing demands
Key Requirements
Minimum of two years related work experience
FINRA Series 7 and Series 63 licenses
Undergraduate degree or equivalent training/experience
Strong client relationship management skills
Resourcefulness in ambiguous situations
Ability to manage time and prioritize multiple cases