Client Relationship Associate
| Company | Vanguard |
|---|---|
| Location | Malvern, PA, USA |
| Salary | $65800 – $69400 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
- Undergraduate degree or equivalent combination of experience, preferred.
- 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.
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.
Preferred Qualifications
- Undergraduate degree or equivalent combination of experience, preferred.