Client Success Executive

Responsibilities

• Serves as the primary point of contact for complex existing clients.
• Develops and maintains strong relationships.
• Proactively evaluates client needs and financial goals and recommends services to improve the client relationship.
• Broadens complex relationships with existing clients.
• Identifies opportunities and strategies related to recordkeeping and client services.
• 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.
• Researches service improvement options and strategies to meet client needs.
• Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals.
• Resolves complex client issues related to products, services, or processes.
• Processes may not be clearly defined and may require creative solutions.
• Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services that are not easily defined or clearly owned by any single team.
• Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years related work experience.
• Three years experience in Financial Services and Relationship Management preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.