Inbound Client Support Specialist (Hybrid) – Finance

Vanguard Group; Malvern (Chester County); Hybrid; USD 75,000 - 78,000; Full time

Benefits offered by this job

Fully paid training

Hybrid work model

Career development opportunities

Job summary

Vanguard in Malvern is seeking a Client Relationship Associate to support clients via inbound calls, helping with account needs and life events. You will build rapport, diagnose issues, and deliver accurate solutions while upholding our client-first mission.

The role requires a Series 7 and 63 (or FINRA registrations) and offers comprehensive training, with potential bonus opportunities and a hybrid work model designed to balance learning and collaboration.

Qualifications

• Customer-facing or inbound phone experience.
• Strong CRM and interpersonal skills.
• Willingness to learn financial concepts.
• Undergraduate degree or equivalent experience.
• Series 7 and 63 license/registration required.

Responsibilities

• Handle inbound client calls to assist with account needs.
• Empathically identify client needs and provide timely solutions.
• Collaborate with internal teams to improve the client experience.

Skills

CRM skills

Phone support

Learner mindset

Financial acumen

Education

Bachelor's degree or equivalent

Job description

Vanguard in Malvern is seeking a Client Relationship Associate to support clients via inbound calls, helping with account needs and life events. You will build rapport, diagnose issues, and deliver accurate solutions while upholding our client-first mission.

The role requires a Series 7 and 63 (or FINRA registrations) and offers comprehensive training, with potential bonus opportunities and a hybrid work model designed to balance learning and collaboration.