Client Relationship Associate

The Vanguard Group • Malvern, PA

3d • Hybrid

About The Position

At Vanguard, the Client Relationship Associate supports the company’s mission to treat investors fairly and help them achieve investment success. The associate assists clients through significant life events by responding to inbound phone calls about their accounts and financial needs. The role is suited to people who enjoy serving others, building their skills, and helping clients feel supported.

Total potential first-year compensation is $74,500–$77,500 after obtaining required licensing and meeting performance standards. This includes a base salary of $52,000–$55,000, depending on licenses held, a potential one-time bonus of up to $12,500, and eligibility for 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 an exam-cost voucher. 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, and ongoing development to help associates pass required exams, build financial and product knowledge, solve problems, and prepare for future roles. The company uses a hybrid working model for the majority of its crew members, supporting flexibility alongside in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

• Strong interpersonal and client relationship management skills to engage with clients and colleagues.
• Customer-facing and/or inbound phone experience.
• A learner’s mindset and an appetite for financial knowledge.
• 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 via inbound phone calls with a range of financial inquiries, including account maintenance and identifying and resolving issues.
• Use empathy and a problem-solving mindset to uncover client needs and provide timely, accurate solutions.
• Collaborate with internal departments on strategic initiatives to improve the client and crew experience.

Benefits

• Fully paid training, coaching, and continuous support for required licensing exams.
• Access to learning and development resources.
• Hands-on coaching from leaders.
• Potential one-time bonus of up to $12,500, subject to licensing and performance standards.
• Eligible partnership and promotional bonuses.

What This Job Offers

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