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Vanguard · 17 hours ago

Client Success Executive

Scottsdale, AZ

Full-time

Hybrid

Mid Level

3+ years exp

Vanguard is a leading investment management company dedicated to the long-term financial wellbeing of its clients. They are seeking a Client Success Executive to build and maintain strong relationships with clients, ensuring their satisfaction and loyalty while delivering effective strategies for client success.

FinanceFinancial Services

No H1B

Responsibilities

Consults with clients to evaluate needs. Research resolutions for client issues and supports strategies for process improvement. Leverages relationship management skills to build relationships with clients. Supports recordkeeping strategy to identify areas for process improvement

Identifies and resolves client inquiries related to products or services. Builds internal relationships to collaboratively resolve client issues

Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services

Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship

Participates in team projects and performs other duties as assigned

Qualification

Client Services ExperienceRelationship ManagementVanguard Recordkeeping KnowledgeFINRA 663 LicensesCommunication SkillsProblem SolvingCollaboration SkillsOrganizational Skills

Required

Minimum of three years related work experience

Undergraduate degree or equivalent combination of training and experience

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

Experience with the Vanguard recordkeeping offer and process required

Client travel is required and expected for this role

FINRA 6 and 63 licenses (or ability to obtain within 90 days of hire)