Client Success Executive

Vanguard; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Vanguard is seeking a skilled client relationship professional to serve as the primary point of contact for complex existing clients. Develops and maintains strong relationships, proactively evaluating client needs and financial goals and recommending services to improve the client relationship.

The role covers broad responsibilities including expanding relationships, planning strategy for a book of business, researching service improvements, resolving complex issues, and collaborating across

Qualifications

• Minimum of five years related work experience.
• Three years experience in Financial Services and Relationship Management preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).

Responsibilities

• Broadens complex relationships with existing clients and identifies opportunities and strategies related to recordkeeping and client services.
• Evaluates client needs through consultations and researches service improvement options to meet client needs.
• Resolves complex client issues related to products, services, or processes.
• Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services.
• Uses Vanguard funds, products, and services to proactively strengthen client relationships.
• Participates in special projects and performs other duties as assigned.

Skills

Relationship management

Financial services

Client consultations

Strategic planning

Education

Bachelor's degree

Graduate degree preferred

Job description

Serves as the primary point of contact for complex existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals and recommends services to improve the client relationship.

Core Responsibilities

• Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention.
• Evaluates client needs through consultations. Researches service improvement options and strategies to meet client needs. Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals.
• Resolves complex client issues related to products, services, or processes. Processes may not be clearly defined and may require creative solutions.
• Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services that are not easily defined or clearly owned by any single team.
• Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.