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About the Role

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.

Responsibilities

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.
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.
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.
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.

Requirements

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.

Work Type

hybrid working model

Education Level

Undergraduate degree

About the Company

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals.
We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.