Client Relationship Associate

Responsibilities

• Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

Requirements

• You don’t have to be a financial expert to be an advocate for our clients!
• We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge.
• We have seen most success from individuals with:
• Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.”
• Customer-facing and/or in-bound phone experience.
• A learner’s mindset and an appetite for financial acumen.

Qualifications

• Undergraduate degree or equivalent combination of experience, preferred.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).

Benefits

• Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.

Pay

• The base salary for this role is $52,000 - 55,000 based on licenses held.
• Additionally, there is an opportunity for a one-time $12,500 bonus.
• Eligible for partnership and promotional bonuses.

Schedule

• Our working model is a hybrid, allowing for flexibility while maintaining in-person learning, collaboration, and connection.

Special Factors

• Sponsorship: Vanguard is not offering visa sponsorship for this position.