Client Relationship Associate - Hybrid Training

Vanguard Group; Scottsdale (AZ); Hybrid; USD 52,000 - 55,000; Full time

Benefits offered by this job

Fully paid training

Coaching and development support

Learning resources access

Hybrid work model

Job summary

Vanguard Group in Scottsdale, AZ is seeking a Client Relationship Associate to help clients with account needs via inbound calls. You will respond with empathy, resolve issues, and guide clients through financial inquiries as part of the crew.

The role includes training, licensing support (SIE required within 14 days), and opportunities to advance. Base salary is $52k-$55k with up to a $12.5k bonus and additional performance bonuses in the first year.

Qualifications

• Strong interpersonal and CRM skills.
• Customer-facing and/or inbound phone experience.
• Willing to obtain licensing (SIE) within 14 days.
• Undergraduate degree or equivalent, preferred.

Responsibilities

• Partner with our clients via inbound phone calls to assist 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.

Skills

CRM skills

Inbound phone experience

Empathy and problem-solving

Learner mindset

Education

Undergraduate degree or equivalent

Job description

Vanguard Group in Scottsdale, AZ is seeking a Client Relationship Associate to help clients with account needs via inbound calls. You will respond with empathy, resolve issues, and guide clients through financial inquiries as part of the crew.

The role includes training, licensing support (SIE required within 14 days), and opportunities to advance. Base salary is $52k-$55k with up to a $12.5k bonus and additional performance bonuses in the first year.