Client Success Executive

About the role

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.

Responsibilities

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