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Vanguard · 3 months ago

Client Relationship Associate

Scottsdale, AZ

Full-time

Hybrid

New Grad, Entry Level

$66K/yr - $69K/yr

Vanguard is a global market leader dedicated to the long-term financial wellbeing of its clients. They are seeking a Client Relationship Associate to assist clients with account-related needs through inbound phone calls, providing support during significant life moments such as buying a home or preparing for retirement.

FinanceFinancial Services

No H1B

Responsibilities

Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues

Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients

Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience

Qualification

Client relationship managementSeries 7 licenseSeries 63 licenseCustomer-facing experienceLearner's mindsetInterpersonal skillsProblem-solving mindset

Required

Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.”

Customer-facing and/or in-bound phone experience

A learner's mindset and an appetite for financial acumen

This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties

Preferred

Undergraduate degree or equivalent combination of experience, preferred

Benefits

Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63

Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners

Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next

Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients