Client Services Specialist - London, United Kingdom - Vanguard

Vanguard

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

To bring considerable client experience to the B2B European Client Services team. To support very complex and sensitive client work.

In this role, you will:

Handle client activities on a proactive and reactive basis including complex strategic initiatives, new product launches and change management. Takes responsibility for entry level relationship management activities and acts as a mentor to other team members covering Junior RM activities.
Oversee client onboarding activity to ensure consistency of approach, appropriate record keeping and that our services are offered and set up in accordance with our service level goals for each client channel.
Project acts as an SME/VOC on a variety of internal projects to improve infrastructure, services, digital strategy, cost to serve or reporting and improving how we conduct business and what we offer to our clients.
Provide management reporting providing key team statistics to the team manager, identifies team service issues and works to resolve them.
Coach junior staff to support Crew development, technical skills improvements and provides experienced views on approaches to client issues.
Work closely with sales teams on new business development initiatives including providing responses to RFPs and sales queries. Looks at removing barriers to new business. Helps present Vanguard as a trusted partner in new business discussions.
Participate in special projects and performs other duties as assigned.

What it takes:

Minimum five years' experience within financial services.
Industry qualifications; IMC, CFA level 1 or more would be highly preferred. Other specific investment or industry qualifications would also be preferred.
An undergraduate degree or master's degree preferred.
Evidence of having worked with large/complex clients.
Team leader or mentoring experience highly valued.
Project management skills.
Understanding of client legal agreements.
Experience of Institutional or Distribution (Wholesale) client models.

Special Factors

Vanguard is not offering visa sponsorship for this position.

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 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.