Client Relationship Associate
VanguardMalvern, PA, US- Full-time
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. 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.
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.
What it takes :
How we will help :
Special Factors :
Please note new hires may need to be full jurisdiction registered in all US states and territories.
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests. Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
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