Client Relationship Associate

4 weeks ago

Charlotte, United States Vanguard Full time

About this job:

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 lifes 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.

Total potential compensation for this role is $65,912 ($48,750 base salary plus up to a one-time $12,500 bonus, additional hourly pay, and eligible promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.

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 dont 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 learners mindset and an appetite for financial acumen.

  • 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). These will be determined by Compliance 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

We are Vanguard. Together, were changing the way the world invests.

For us, investing doesnt just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose and thats how weve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Lets make it count.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

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