Client Solutions Consultant

1 week ago


Charlotte, North Carolina, United States Vanguard Full time

At Vanguard, we are dedicated to serving clients with excellence and expanding client relationships with a wide range of products and services. We're looking for a skilled Client Solutions Consultant to join our Wealth Management team.

About the Role

This is an exciting opportunity to work closely with clients to understand their needs and develop personalized solutions to meet their financial goals. The ideal candidate will have a minimum of three years related work experience, preferably in Relationship Management and managing a book of business.

The successful candidate will be responsible for reliably resolving client inquiries related to products, services, and client sentiment by taking ownership and delivering consistently with excellence. They will also exemplify credibility through deep technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.

Key Responsibilities
  • Reliably resolve client inquiries related to products, services, and client sentiment.
  • Exemplify credibility through deep technical knowledge of Vanguard funds, products, and services.
  • Proactively identify opportunities to strengthen the client relationship.
Required Skills and Qualifications
  • Minimum of three years related work experience, preferably in Relationship Management and managing a book of business.
  • Undergraduate degree or equivalent combination of training and experience.
  • Graduate degree preferred.
Estimated Salary: $140,000 - $170,000 per year

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