Client Success Executive

The Vanguard Group; Malvern (Chester County); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Vanguard in Malvern, PA, seeks a seasoned client relationship professional to broaden complex relationships with existing clients, identify opportunities in recordkeeping and client services, and support strategy planning for a book of business. The role requires strong relationship management, 5+ years of related experience, and an undergraduate degree; a graduate degree is preferred.

This hybrid position offers collaboration across teams and exposure to Vanguard's broad suite of funds and

Qualifications

• Minimum 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.

Responsibilities

• Broadens complex relationships with existing clients and identifies opportunities related to recordkeeping and client services.
• Evaluates client needs through consultations and creates relationship plans to help clients achieve financial goals.
• Resolves complex client issues related to products, services, or processes with creative solutions when needed.
• Facilitates creation of service solutions requiring cross-team connections to address gaps in process or services.
• Uses knowledge of Vanguard funds, products, and services to identify opportunities to strengthen client relationships.
• Participates in special projects and performs other duties as assigned.

Skills

Relationship management

Financial services

Education

Undergraduate degree

Graduate degree preferred

Job description

Core Responsibilities

• 1. 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.
• 2. 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.
• 3. Resolves complex client issues related to products, services, or processes. Processes may not be clearly defined and may require creative solutions.
• 4. 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.
• 5. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
• 6. 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.

Special Factors

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.