Strategic Client Success Manager

The Vanguard Group

Malvern (Chester County)

Hybrid

USD 110,000 - 160,000

Full time

7 days ago

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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.