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Client Relationship Associate

Client Relationship Associate

Vanguard GroupScottsdale, United States
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Responsibilities

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will :

  • 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 :

You don't have to be a financial expert to be an advocate for our clients!

We wee, 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.
  • Undergraduate degree or equivalentbination of experience, preferred.
  • This job requires a Series 7 and 63 regulatory license and / or registration ( FINRA, state, SFC). These will be determined bypliance based on role-specific duties.

    • How we will help :

    Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with "crew" in mind. We will provide you with :

  • Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63
  • Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
  • Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next
  • Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients

    • Special Factors :

    Please note new hires may need to be full jurisdiction registered in all US states and territories.

    Vanguard is not offering visa sponsorship for this position.

    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 oues and enrich the employee experience. Job ID 163707

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    Client Relationship Associate • Scottsdale, United States