As a Senior Bereavement Associate, you’ll play a meaningful role in providing the best-in-class service to our UK Personal Investor Service clients, who are invested in a variety of products. Working within the Complex Case team will give you the opportunity to interact with our clients at times they need us most, with a particular focus on our bereavement service.

Role responsibilities:
 

The associate will be able to handle complex client cases, including bereavement and Source of Wealth checks, collaborate with internal partners, and ensure regulatory-compliant communication.
 Take proactive ownership of complex cases. Ensure client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines, and are accurate, clear, and concise.

Utilize prior experience to contribute effectively to Vanguard's working group addressing inheritance tax changes.

Leverage your significant bereavement expertise and experience to deliver training and guidance to colleagues as well as the broader UKPI business.
 Identify trends and contribute to process improvement efforts. Enhance interactions with clients by balancing the need to provide excellent service and building a scalable proposition through automation.
 Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
 You will also support vulnerable clients and participate in special projects

Client focus and impact: The role emphasizes building strong client relationships by balancing excellent service with scalable solutions, acting as an intermediary between FNZ and Vanguard, and prioritizing client needs.

Qualifications required:

Proven relevant work experience required with client services and bereavement.

An undergraduate degree or equivalent training/experience is necessary.

Special Factors

Vanguard is not offering visa sponsorship for this position.

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.