Senior Bereavement Associate

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.

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.