Client Relationship Associate

We are seeking a Client Relationship Associate to partner with clients via inbound phone calls to assist with their account-related needs. The role requires a Series 7 and 63 regulatory license and/or registration. Vanguard offers a hybrid working model and provides fully paid training, coaching, and continuous support to ensure the success of the crew.

Requirements

• Strong interpersonal and client relationship management (CRM) skills
• Customer-facing and/or in-bound phone experience
• A learner's mindset and an appetite for financial acumen

Benefits

• Fully paid training, coaching, and continuous support
• Access to learning and development resources
• Hands-on coaching by purpose-driven leaders
• Acumen building on our products and services