Client Relationship Associate

Vanguard; Neptune (OH); Híbrido; USD 75.000 - 78.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid training

Coaching

Learning resources

Hybrid work model

Career development

Descripción de la vacante

Vanguard is seeking a Client Relationship Associate to help clients with account-related needs via inbound calls. You will address inquiries, resolve issues, and guide clients through their financial journeys, while upholding our client-first mission.

The role emphasizes empathy, problem-solving, and collaboration with internal teams to enhance the client and crew experience. A Series 7/63 license is required or pursued through Vanguard training.

Formación

• Strong interpersonal and client relationship management (CRM) skills to engage with clients and our crew.
• Customer-facing and/or inbound phone experience.
• A learner’s 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.

Responsabilidades

• 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.

Conocimientos

CRM skills

Customer-facing

Empathy

Problem-solving

Learner mindset

Educación

Undergraduate degree or equivalent

Herramientas

CRM software

Descripción del empleo

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 life’s 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 between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.

Licensing Requirement:

The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.

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 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 learner’s 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

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 outcomes and enrich the employee experience.