At Vanguard, serving people is at the heart of our purpose. That starts with you. As a Client Relationship Associate, you’ll be an advocate for our clients and the voice of our organization. You’ll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our ‘crew’ as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count.
In this role, you will:
Partner with our clients via the phone to assist them with a wide range of inquiries
Help every investor feel like they’re our only investor through world-class customer experiences by bringing warmth, energy and knowledge to each conversation
Execute foundational requests, develop investment acumen and communication skills
Lead with empathy and solutions-oriented mindset to help clients understand the foundational needs of their account
Develop through weekly call coaching sessions and licensing support
Make success accessible to everyone
Are you passionate about serving others? Then let’s step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility — and you could launch a dynamic career. We’ll be there to support you as you turn your ambitions into action.
What it takes
Undergraduate degree with a preferred minimum GPA of 3.0 or equivalent combination of training and experience. Minimum of one year related business experience preferred.
Learning agility to successfully pass the SIE and obtain the FINRA Series 7 & 63 Licenses
May need to be Full Jurisdiction Registered in all US States and Territories
Demonstrate grit and determination in problem solving and accomplishing goals
Exceptional client service skills with strong communication skills
Possess intellectual curiosity and interest in developing business and financial acumen
Excel in explaining complex information in ways that are easy to understand
Thrives in fast-paced work environments that can be ambiguous and require flexibility
Share our commitment to strengthening communities by donating time, talent, and treasure
Ability to have fun, be engaged and inspire others in a team environment