Client Relationship Associate — Path to FINRA Licensing

Vanguard Group; United States; Hybrid; USD 75,000 - 78,000; Full time

Benefits offered by this job

Fully paid training

Career development and coaching

Hybrid work model

Bonus potential and licensing support

Job summary

Vanguard seeks a Client Relationship Associate to support clients via inbound calls on account-related requests and to deliver helpful, accurate solutions. The role emphasizes service, learning, and client focus as part of a collaborative crew culture.

You will work toward required licenses with paid training and a clear progression toward higher responsibilities within a supportive team environment.

Qualifications

• Strong interpersonal and client relationship management (CRM) skills.
• Customer-facing and/or inbound phone experience.
• Learner’s mindset and appetite for financial acumen.
• Undergraduate degree or equivalent combination of experience.

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

Inbound phone experience

Interpersonal skills

Education

Undergraduate degree

Job description

Vanguard seeks a Client Relationship Associate to support clients via inbound calls on account-related requests and to deliver helpful, accurate solutions. The role emphasizes service, learning, and client focus as part of a collaborative crew culture.

You will work toward required licenses with paid training and a clear progression toward higher responsibilities within a supportive team environment.