Client Relationship Associate

About the Role

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life’s biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate!

Key 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.
• Answers client requests and completes transactions to resolve client needs.
• May escalate issues.

Requirements & Tech Stack

• SIE regulatory license (mandatory, must be obtained no later than 14 calendar days before identified start date).
• Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).

Qualifications

• Strong interpersonal and client relationship management (CRM) skills.
• Customer-facing and/or in-bound phone experience.
• A learner’s mindset and an appetite for financial acumen.
• Undergraduate degree or equivalent combination of experience, preferred.

How We Will Help

• 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.

Special Factors

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.