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 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.