Vanguard
Managed & HNW Client Services Associate
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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.
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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.
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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.
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