Client Service Administrator - Complex Cases

Client Service Administrator - Complex Cases

Location: Manchester

Role Type: Contract - 12 months

Work Setup: Hybrid - (Tues-Thurs in the office)

Who We Are

Vanguard is a global investment firm known for low-cost funds and ETFs, helping investors achieve long-term financial goals with transparent, disciplined strategies.

What you'll do

• Provide administrative support across complex client cases, including Source of Wealth and Bereavement processes.
• Prepare and issue client communications, ensuring they are accurate, compliant, and delivered within agreed service levels.
• Update client records, manage case information, and maintain accurate data across internal systems.
• Respond to client enquiries promptly, escalating cases where appropriate to specialist teams.
• Assist with departmental projects and continuous improvement initiatives.
• Build and maintain knowledge of investment products, services, and relevant financial regulations.

What you bring

• Previous experience in a client service, customer service, or administrative role.
• Experience handling confidential and sensitive information with discretion and professionalism.
• Strong administrative experience, including managing ad hoc requests and supporting day...