Client Relationship Associate
Archer
Scottsdale, AZ0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- CRM
- Work
- On-site in Scottsdale
- Pay
- Not stated by the employer.
- Skill demand
- CRM27%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
At Vanguard, we have a client-first mentality. Our Client Relationship Associates fulfill our mission by helping clients through life’s biggest moments. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
Key Responsibilities
- Partner with clients via inbound phone calls to assist 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.
- Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.
Requirements & Tech Stack
- Customer-facing and/or in-bound phone experience.
- Strong interpersonal and client relationship management (CRM) skills.
- A learner’s mindset and an appetite for financial acumen.
- Undergraduate degree or equivalent combination of experience, preferred.
Licensing Requirement
- This job requires a Series 7 and 63 regulatory license and/or registration.
- The SIE is a mandatory requirement and must be obtained no later than 14 calendar days before the identified start date.
How We Will Help
- Fully paid training, coaching, and continuous support needed to pass the SIE, FINRA Series 7, & 63.
- Access to learning and development resources.
- Hands-on coaching by purpose-driven leaders.
- Acumen building on our products and services.