Client Success Advocate – Inbound Support

Archer; Scottsdale (AZ); Hybride; USD 52 000 - 55 000; Plein temps

Avantages offerts par ce poste

Fully paid training

Coaching

Learning resources

Career development

Résumé du poste

Archer and Vanguard seek a Client Relationship Associate to support clients via inbound calls, guiding them through account needs with empathy. You will work toward required licenses and partner with internal teams to continually improve the client and crew experience.

The role emphasizes training on licensing, FINRA/SIE requirements, and ongoing development within Vanguard's hybrid work model.

Qualifications

• Strong CRM and client relationship abilities.
• Comfortable handling a range of financial inquiries.
• Ability to learn financial concepts quickly.

Responsabilités

• Inbound calls to assist clients with account-related needs.
• Demonstrate empathy and solve problems promptly for clients.
• Collaborate with internal teams to improve client experience.

Connaissances

CRM

Interpersonal skills

Customer-facing

Learner mindset

Formation

Undergraduate degree

Outils

CRM software

Description du poste

Archer and Vanguard seek a Client Relationship Associate to support clients via inbound calls, guiding them through account needs with empathy. You will work toward required licenses and partner with internal teams to continually improve the client and crew experience.

The role emphasizes training on licensing, FINRA/SIE requirements, and ongoing development within Vanguard's hybrid work model.