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Sales Assistant, Associate

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Vanguard

20d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Sales & Business Development
  • London

AI generated summary

  • You need an undergraduate degree or equivalent, strong organizational and communication skills, CRM experience, and the ability to analyze data and collaborate in a fast-paced team environment.
  • You will assist sales teams, respond to client inquiries, maintain databases, analyze metrics, conduct research, coordinate meetings, ensure compliance, and contribute to process improvements.

Requirements

  • Undergraduate degree or equivalent combination of training and experience.
  • Strong organisational, communication, and analytical skills.
  • Ability to collaborate effectively in a fast‑paced, team‑oriented environment.
  • Proven experience in a sales support, client service, or operations role.
  • Experience working with CRM systems or client databases.
  • Comfort analysing data and producing meaningful insights.

Responsibilities

  • Assist Sales Executives with day‑to‑day support, analysis, and client follow‑up to help maximise external engagement.
  • Respond to medium‑complexity enquiries from prospective and existing clients.
  • Support both the Wholesale and Advisory sales teams.
  • Maintain and audit client and prospect databases.
  • Gather and analyse sales metrics to support business insights and decision‑making.
  • Conduct research on financial markets, products, and services.
  • Coordinate sales meetings, events, and related logistics.
  • Work cross‑functionally with internal stakeholders to ensure efficient sales processes.
  • Participate in special projects and contribute to continuous improvement initiatives.
  • Improve sales and client relationship outcomes by offering insightful recommendations and highlighting strengths and weaknesses of proposed solutions.
  • Support regulatory and internal standards by ensuring accurate, consistent data and documentation.

FAQs

What is the role of a Sales Support Associate?

The Sales Support Associate plays a key role in supporting client engagement, managing key sales processes, and ensuring the smooth delivery of meetings, events, and reporting, acting as a vital link between Sales Executives, internal teams, and clients.

What qualifications are required for this position?

An undergraduate degree or equivalent combination of training and experience is required, along with strong organizational, communication, and analytical skills.

Are there specific skills that are preferred for this role?

Yes, preferred skills include proven experience in a sales support, client service, or operations role, familiarity with CRM systems or client databases, and comfort in analyzing data to produce meaningful insights.

What kind of support will I provide to Sales Executives?

You will assist Sales Executives with day-to-day support, analysis, client follow-up, and respond to medium-complexity inquiries from prospective and existing clients.

Will I have the opportunity to participate in special projects?

Yes, as a Sales Support Associate, you will have the opportunity to participate in special projects and contribute to continuous improvement initiatives.

What should I expect in terms of workplace environment?

You can expect to work in a collaborative, high-performing environment that supports flexibility through a hybrid working model.

How does the company ensure employee development?

The company provides opportunities for exposure to senior stakeholders, client relationship management, and sales strategy, helping to build valuable experience that opens doors to future opportunities across the business.

What kind of impact am I expected to have in this role?

You are expected to improve sales and client relationship outcomes by offering insightful recommendations and ensuring accurate, consistent data and documentation to support regulatory and internal standards.

Will I work with multiple internal teams?

Yes, you will work cross-functionally with internal stakeholders to ensure efficient sales processes.

How is the company culture described?

The company culture is described as mission-driven and highly collaborative, which is seen as a critical enabler to support long-term client outcomes and enrich the employee experience.

Finance
Industry
10,001+
Employees
1975
Founded Year

Mission & Purpose

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!