Client Relationship Associate

Vanguard • Malvern, PA

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 help with account-related needs and financial inquiries. The role calls for empathy, problem-solving, and a commitment to learning; financial expertise is not required at the outset.

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

Vanguard provides paid training, coaching, ongoing support, learning and development resources, and product and service training. The company’s hybrid working model applies to the majority of crew members and is intended to support flexibility as well as in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

• Strong interpersonal and client relationship management (CRM) skills to engage with clients and crew.
• 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 equivalent combination of experience is preferred.

Responsibilities

• Assist clients via inbound phone calls with a wide 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 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 by purpose-driven leaders.
• Training on Vanguard products and services.
• Eligible partnership and promotional bonuses.

What This Job Offers

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