Client Success Associate - Financial Services

Vanguard Group, Inc.; Charlotte (NC); Hybrid; USD 52,000 - 77,500; Full time

Job summary

Vanguard is seeking a Client Relationship Associate to support clients via inbound calls, helping with account-related needs and life events. The role emphasizes empathy, accurate problem-solving, and collaboration with internal teams to enhance the client experience.

New hires will receive fully paid training and licensing support, including SIE and FINRA Series 7 & 63, with potential bonuses based on performance and licensing attainment. Hybrid work model in the US is offered.

Qualifications

• CRM and client-relationship skills are essential.
• Experience handling inbound phone inquiries and resolving issues.
• A learner mindset with willingness to acquire financial knowledge.

Responsibilities

• Handle inbound client calls to assist with account-related needs.
• Demonstrate empathy and problem-solving to identify client needs and provide timely solutions.
• Collaborate with internal teams to improve the client experience.

Skills

CRM skills

Client relationship management

Inbound phone experience

Learner mindset

Education

Undergraduate degree or equivalent

Series 7/63 licenses

Job description

Vanguard is seeking a Client Relationship Associate to support clients via inbound calls, helping with account-related needs and life events. The role emphasizes empathy, accurate problem-solving, and collaboration with internal teams to enhance the client experience.

New hires will receive fully paid training and licensing support, including SIE and FINRA Series 7 & 63, with potential bonuses based on performance and licensing attainment. Hybrid work model in the US is offered.