Vanguard UK is seeking a Direct Indexing Client Service Specialist to manage project workflows, provide subject matter expertise, and enhance operational processes in a hybrid work environment. The ideal candidate should possess 2–5+ years of relevant experience, strong attention to detail, and knowledge of direct indexing and investment operations
Job Summary
This role provides project management services on a multi-year or major project while applying functional expertise to improve results.
The specialist serves as a subject matter expert managing multiple workflows and acts as an escalation point for issues raised by junior specialists.
Vanguard operates on a hybrid working model designed to capture flexibility benefits while enabling in-person learning and collaboration.
Matching Summary
Match Score: 85
Vanguard UK is seeking a Direct Indexing Client Service Specialist to manage project workflows, provide subject matter expertise, and enhance operational processes in a hybrid work environment. The ideal candidate should possess 2–5+ years of relevant experience, strong attention to detail, and knowledge of direct indexing and investment operations.
Skills & Requirements
Must-have
Direct indexing mechanics knowledge
Tax-aware investing concepts
Account servicing workflows
Multi-year project management
Cross-project dependency tracking
Nice-to-have
Strong attention to detail
Professional communication skills
Process improvement drive
Collaborative internal partner work
Key Requirements
Bachelor's degree or equivalent experience
2-5+ years in client service or investment operations
Working knowledge of direct indexing or SMA concepts