Client Relationship Associate — Inbound Financial Support

Vanguard; Neptune (OH); Hybrid; USD 75,000 - 78,000; Full time

Benefits offered by this job

Paid training

Coaching

Learning resources

Hybrid work model

Career development

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM skills

Customer-facing

Empathy

Problem-solving

Learner mindset

Education

Undergraduate degree or equivalent

Tools

CRM software

Job description

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.