Managed & HNW Client Services Associate

As a Managed & HNW Client Services Associate, you will play a key role in delivering Vanguard's best in market service to our most valuable and complex clients. Drawing on your strong pension and investment knowledge, you'll guide clients through a range of interactions, build trusted relationships, and help shape the future of our service model. You'll thrive in a dynamic environment, serving clients across multiple channels - phone, secure message, and planned meetings - while contributing to continuous improvements in how we engage and support high value investors.

Client Experience & Service Delivery

• Provide exceptional service to Managed and high value and high complexity clients, ensuring every interaction builds trust and confidence.
• Respond to inbound calls and secure messages from Managed & HNW clients with timely, clear, and comprehensive guidance.

Specialist Support & Problem Solving

• Support high risk transfers into Vanguard by coordinating with internal and external partners to ensure smooth execution and outstanding client communication.
• Deliver Managed Services booked meetings (Managed ISA & Pension), helping clients achieve strong financial outcomes.
• Act as an escalation point for Managed Services queries.

Insight & Continuous Improvement

• Use the voice of client to drive better client outcomes.
• Demonstrate a keen interest in investment markets.
• Collaborate closely with a small, high performing team that puts the client first in everything we do.

Knowledge & Professional Standards

• Maintain deep expertise in Vanguard's funds, products, and services.
• Understand the broader financial services landscape - including legal, tax, and regulatory considerations - to support clients effectively.
• Uphold high standards of professionalism, judgement, and client focused decision making.

What We're Looking For Essential Experience & Qualifications

• Proven experience in Investments, Wealth Management, Private Banking, or a related field with strong exposure to pensions and investments.
• Exceptional client service skills and the ability to engage confidently with HNW clients and senior stakeholders.
• Undergraduate degree or equivalent combination of training and experience.

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.