Advertisement

Client Relationship Associate

Client Relationship Associate
Vanguard
Malvern, PA
Job Description

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

Mon, 08/26/2019 - 12:18pm -- alonsoz

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

Job Category: 
Company Name: 
Job Location: 
Malvern, PA