Client Relationship Associate

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.

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.
• Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC)

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.