Client Success Associate – Financial Guidance

Vanguard Group; Neptune (WI); Híbrido; USD 75.000 - 78.000; Tempo integral

Benefícios oferecidos por esta vaga

Fully paid training

Learning resources and development

Hybrid work model

Resumo da vaga

Vanguard is seeking a Client Relationship Associate to support clients via inbound calls with account-related needs, helping them navigate life’s major moments such as home purchases and retirement planning.

Total compensation ranges from $74,500 to $77,500 in the first year, including base salary of $52,000–$55,000 plus up to $12,500 bonus and additional incentives after licensing and performance milestones.

Qualificações

• Strong interpersonal and client relationship management (CRM) skills to engage with clients and the 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.
• Series 7 and 63 licenses/regulatory requirements determined by Compliance.

Responsabilidades

• Partner with 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.
• Collaborate with internal departments to continuously improve the client and crew experience.

Conhecimentos

Interpersonal CRM skills

Customer-facing phone experience

Learner mindset

Formação

Undergraduate degree or equivalent

Descrição da vaga

Vanguard is seeking a Client Relationship Associate to support clients via inbound calls with account-related needs, helping them navigate life’s major moments such as home purchases and retirement planning.

Total compensation ranges from $74,500 to $77,500 in the first year, including base salary of $52,000–$55,000 plus up to $12,500 bonus and additional incentives after licensing and performance milestones.