Strategic Client Success Partner

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

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