Financial Services Advocate

23 hours ago


Malvern, Pennsylvania, United States Vanguard Full time

About Vanguard:

We are a leading investment management company that seeks to make success accessible to everyone. Our mission is to continually improve the client and crew experience.

This role requires a Client Relationship Associate to 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.

The 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:

  • Partner with our clients to address their financial needs and concerns.
  • Provide timely and accurate solutions to clients using empathy and a problem-solving mindset.
  • Collaborate with internal departments to improve the client and crew experience.

What We Offer:

We welcome individuals from all backgrounds and experiences. The most important things you need are a passion for serving others and a thirst for knowledge.

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, as well as access to learning and development resources.

Requirements:

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.



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