Client Services Specialist, Vanguard Spain

As Client Services Specialist you will take responsibility for handling and investigating inquiries from our Spanish clients and communicating solutions.

About Vanguard Spain 

Vanguard is a company built on the simple premise that an investment firm should manage its funds solely in the interests of its clients.  Since establishing the first indexed mutual fund in the U.S. in 1976, Vanguard has grown into one of the world’s largest and most respected investment management companies. Globally, Vanguard manages some 10.4 trillion US Dollars on behalf of our clients. Our experience in Europe is a compelling 15-year growth story and we are excited to invite applications for vacancies in our new Spain Office in Madrid. 

We have worked with clients in Spain for many years and have deep rooted client relationships on the ground. Opening the office in Madrid will allow us to broaden and deepen those relationships with wholesale and adviser clients.  Spain is one of the largest investment management markets in Europe but is characterised by low penetration of indexing and ETFs. As one of the largest passive and active investment managers in the world, Vanguard is well positioned to help Spanish investors understand the benefits of low-cost index funds and ETFs.  

About the role 

As a Client Services Specialist, you will begin with a comprehensive training period in London, where you will integrate with and learn from the London-based Client Management team, of which you will be an integral part. While your primary location will be Madrid, you will maintain a strong and ongoing collaboration with the wider team in London. This role reports to a Manager based in London. 

You will be responsible for managing and resolving client inquiries, delivering clear, thoughtful, and effective solutions. As a key member of Vanguard’s newly established Madrid office, you will play a vital role in supporting clients in Spain, while also supporting clients in other regions and contributing to broader regional initiatives as needed. 

In this position, you will serve as a trusted representative of Vanguard, working in close partnership with colleagues in London to ensure a consistent, high-quality client experience across the region. 

  

Responsibilities 

• Handles client activities on a proactive and reactive basis including complex strategic initiatives, new product launches and change management. Takes responsibility for relationship management activities and acts as a mentor to other team members covering Junior RM activities. 
• Broadens relationships with existing clients. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention. 
• Evaluates client needs through consultations. Uses strong relationship management skills and knowledge of client needs to help clients develop financial goals. 
• Works with sales teams on new business development initiatives including providing responses to RFPs and sales queries. Looks at removing barriers to new business. Helps present Vanguard as a trusted partner in new business discussions. 
• Overseas client on-boarding activity to ensure consistency of approach, appropriate record keeping and that our services are offered and set up in accordance with our service level goals for each client channel.