Client Relationship Associate

Vanguard • Scottsdale, AZ

5d • $74,500 - $77,500 • Hybrid

About The Position

At Vanguard, Client Relationship Associates support the company’s mission to treat investors fairly and give them the best chance for investment success. Associates connect with clients through inbound phone calls to address account-related needs and financial inquiries, helping clients through important life events, from purchasing a first home to preparing for retirement. The role welcomes people from diverse backgrounds who are motivated to serve others, learn, and build financial acumen; prior financial expertise is not required.

Total potential first-year compensation is $74,500–$77,500, consisting of a $52,000–$55,000 base salary based on licenses held, a potential one-time bonus of up to $12,500, and eligible partnership and promotional bonuses. The SIE is mandatory and must be obtained no later than 14 calendar days before the identified start date. Vanguard provides training resources and a voucher to cover the exam cost. Series 7 and 63 regulatory licenses and/or registrations are also required as determined by Compliance based on role-specific duties.

Vanguard provides paid training, coaching, continued support, learning and development resources, and product and service education. The company uses a hybrid working model for the majority of its crew members, supporting flexibility alongside in-person learning, collaboration, and connection. Vanguard does not offer visa sponsorship for this position.

Requirements

• Strong interpersonal and client relationship management skills.
• Customer-facing and/or inbound phone experience.
• A learner’s mindset and an appetite for financial acumen.
• Obtain the mandatory SIE no later than 14 calendar days before the identified start date.
• Obtain Series 7 and 63 regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.

Nice To Haves

• Undergraduate degree or an equivalent combination of experience.

Responsibilities

• Assist clients through inbound phone calls with a wide range of financial inquiries, including account maintenance and identifying and resolving issues.
• Use empathy and problem-solving skills to uncover client needs and provide timely, accurate solutions.
• Collaborate with internal departments on strategic initiatives to continuously improve the client and crew experience.

Benefits

• Fully paid training, coaching, and continuous support to pass the SIE and FINRA Series 7 and 63.
• Access to learning and development resources.
• Hands-on coaching from leaders.
• Education on Vanguard products and services.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed