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-to-day operations.
- Excellent written and verbal communication skills with the ability to produce clear and professional correspondence.
- High attention to detail with strong organisational and data accuracy skills.
- Ability to prioritise workload, manage multiple tasks, and work effectively in a regulated environment.
What's Next
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at (see below) to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Reference: 3145572381
Client Service Administrator - Complex Cases
Posted on Jul 28, 2026 by Robert Walters
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-to-day operations.
- Excellent written and verbal communication skills with the ability to produce clear and professional correspondence.
- High attention to detail with strong organisational and data accuracy skills.
- Ability to prioritise workload, manage multiple tasks, and work effectively in a regulated environment.
What's Next
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at (see below) to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Reference: 3145572381
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