Client Case Representative, Senior Associate - London, United Kingdom - Vanguard

Vanguard
Vanguard
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Overview:


About Vanguard:

Vanguard is an investment company unlike any other.

It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients.

Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack 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.


Core Responsibilities:

As a Client Case Representative, Senior Associate, you will;

  • 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 fulfill complex client requests and transactions.
  • Identifies trends in complex issues and collaborates with internal partners to develop solutions. May provide training to less experienced crew.
  • 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.

What it takes:


  • Proven related work experience in the Financial Services industry. Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required.
Vanguard's continued dedication 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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