Client Relationship Associate

Vanguard • Charlotte, NC

101d • $48,750 - $69,400

About The Position

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! At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is between $65,900 - 69,400 ($48,750 - 52,000 base salary based on licenses held plus up to a one-time $12,500 bonus, additional hourly pay, and eligible promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards. Potential for an increased base salary if open to working a later shift. A recruiter will provide more detailed information if you are selected for an interview.

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).

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.

Benefits

• 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.

What This Job Offers

• Education Level: Bachelor's degree