Client Relationship Associate
About the role
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life’s biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate!
At Vanguard, we believe in supporting our “crew” personally through all life stages.
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.
What it takes
- A passion for serving others and a thirst for knowledge.
- 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.
- An 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).
Special Factors
- Sponsorship: Vanguard is not offering visa sponsorship for this position.