Client Services Associate

Vanguard UK

Not specified; not specified; not specified
Hybrid
2+ years finance services experience
Phone based client service experience
Contact center environment background
Vanguard is a unique investment company with no external shareholders that reinvests profits to lower costs for investors

Job Summary

  • Vanguard is a unique investment company with no external shareholders that reinvests profits to lower costs for investors.
  • This role serves as the initial point of contact for clients, resolving complex account issues and providing investment guidance.
  • The position requires a strong understanding of financial services industry regulations and the ability to work in a hybrid model.

Matching Summary

Vanguard is a unique investment company with no external shareholders that reinvests profits to lower costs for investors.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 2+ years finance services experience
  • phone based client service experience
  • contact center environment background

Nice-to-have

  • consultative approach to clients
  • process improvement recommendations
  • fast paced ambiguous environment

Key Requirements

  • Minimum 2+ years related work experience
  • Experience in Superannuation or Fund Management preferred
  • Regulatory license such as RG146 may be required
  • Undergraduate degree or equivalent combination of training

Work Rights

Not specified

Tailored Resume

Cover Letter