Client Relationship Associate

3 weeks ago

Scottsdale, United States Vanguard Full time
Client Relationship Associates 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.

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

At Vanguard, we don't just have a missionwe'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.

Our commitment to diversity, equity, and inclusion

Vanguards commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverseone that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progressfrom our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, were on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of carefor our clients, our communities, and each other.

Vanguards DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.

  • Client Relationship Associate

    7 months ago

    Scottsdale, United States Randstad USA Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Client Relationship Associate

    3 months ago

    scottsdale, United States Randstad USA Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Client Relationship Associate

    6 months ago

    Scottsdale, United States Randstad Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Client Relationship Associate

    8 months ago

    Scottsdale, United States Randstad USA Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Client Relationship Associate

    3 weeks ago

    Scottsdale, United States Randstad Full time

    Job DescriptionJob DescriptionCompany Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to...

  • Client Relationship Associate

    3 weeks ago

    Scottsdale, AZ, United States Randstad USA Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Sr Client Service Associate

    5 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

  • Registered Client Associate

    7 months ago

    Scottsdale, United States Wells Fargo Full time

    Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

  • Relationship Manager

    1 month ago

    Scottsdale, Arizona, United States Bank of America Full time

    About the Role:This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

  • Senior Client Associate

    3 months ago

    Scottsdale, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Relationship Banker

    6 months ago

    Scottsdale, United States Bank of America Full time

    Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

  • Account Relationship Manager

    3 months ago

    Scottsdale, United States RRM Insurance Services Full time

    Company DescriptionRRM Insurance Services in Scottsdale, AZ, is committed to maintaining a high work ethic and cultivating a team of exceptional individuals who embody our core values. Our employees are industry leaders who continuously strive to care for clients, carriers, and teammates with humility and integrity.Role DescriptionFull-time hybrid role for...

  • Account Relationship Manager

    2 weeks ago

    scottsdale, United States RRM Insurance Services Full time

    Company DescriptionRRM Insurance Services in Scottsdale, AZ, is committed to maintaining a high work ethic and cultivating a team of exceptional individuals who embody our core values. Our employees are industry leaders who continuously strive to care for clients, carriers, and teammates with humility and integrity.Role DescriptionFull-time hybrid role for...

  • Financial Relationship Manager

    2 months ago

    Scottsdale, United States Davis Talent Search (Payments, Fintech, Crypto Jobs) Full time

    RoleFinancial Relationship Manager Location100% onsite in Scottsdale, AZ(Relocation assistance is available)RelocationPossibly for the right candidate.ManagementNone – this is an individual contributor. Reports to Sr. Director of Client Experience and OnboardingEmployment TypeFull-Time, W2, Direct HireBenefitsMedical, Dental, Vision health insurance. Life...

  • Client Service Associate

    3 months ago

    Scottsdale, United States Brighton Jones LLC Full time

    Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...

  • Wealth Managment Relationship Manager

    2 months ago

    Scottsdale, United States Laffer Tengler Investments Full time

    Laffer Tengler Investments is a growing asset management firm with over $1.2 billion in assets. The firm is looking to add an experienced Relationship Manager to its Scottsdale, Arizona location. This client-facing individual will work closely with, and provide support for, our Investment and Relationship Management teams. The person will focus on client...

  • Wealth Managment Relationship Manager

    1 month ago

    scottsdale, United States Laffer Tengler Investments Full time

    Laffer Tengler Investments is a growing asset management firm with over $1.2 billion in assets. The firm is looking to add an experienced Relationship Manager to its Scottsdale, Arizona location. This client-facing individual will work closely with, and provide support for, our Investment and Relationship Management teams. The person will focus on client...

  • Wealth Managment Relationship Manager

    4 months ago

    Scottsdale, United States Laffer Tengler Investments Full time

    Laffer Tengler Investments is a growing asset management firm with over $1.2 billion in assets. The firm is looking to add an experienced Relationship Manager to its Scottsdale, Arizona location. This client-facing individual will work closely with, and provide support for, our Investment and Relationship Management teams. The person will focus on client...

  • Wealth Managment Relationship Manager

    2 months ago

    scottsdale, United States Laffer Tengler Investments Full time

    Laffer Tengler Investments is a growing asset management firm with over $1.2 billion in assets. The firm is looking to add an experienced Relationship Manager to its Scottsdale, Arizona location. This client-facing individual will work closely with, and provide support for, our Investment and Relationship Management teams. The person will focus on client...

  • Client Advocate

    4 weeks ago

    Scottsdale, Arizona, United States DAS Technology Full time

    About UsDAS Technology is a pioneering SaaS company that is revolutionizing consumer engagement through cutting-edge digital technology.We empower over 9,200 retailers and OEMs to increase consumer response and lead conversions by leveraging patented AI-powered digital technology that delivers measurable ROI.What We DoAs the force behind the automotive...