Client Relationship Associate

About this job:

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 $65,912 ($48,750 base salary 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.

Responsibilities:

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will:

• 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:

You don't have to be a financial expert to be an advocate for our clients!

We welcome, and encourage, individuals from all backgrounds and experiences - the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with:

• 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.
  
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
  

How we will help:

Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with "crew" in mind. We will provide you with:

• 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.
  

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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can 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.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Our commitment to you
Vanguard takes the same long-term view of your success-at work and in life-with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

Financial wellness
We're committed to enabling your financial success and provide competitive offers and programs.

Physical wellness
We're committed to providing benefits that support your physical health and wellness.

Personal wellness
We're committed to providing resources that help support the full scope of your life.

Learn more about our complete benefits and rewards package

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

Let's get started

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

A culture of care and respect

Financial wellness

From competitive compensation packages to industry-leading retirement savings plans and everything in-between, your long-term financial success is literally our business. You can feel confident that we're focused on your financial wellbeing.

Physical wellness

We understand that being at your best means prioritizing your physical wellness. Vanguard offers best-in-class medical coverage and on-site clinics and fitness centers, plus savings plans for medical expenses now and in retirement.

Personal wellness

Access to leading mental health resources and providers and generous paid time off will give you the space and resources you need to build the life you want.

Learning and development

We offer educational and training opportunities and leadership support. We also have educational assistance plans and encourage professional designations, mentoring, and formal coaching and training.

Recognition

We're all about recognizing our coworkers for a job well done. We love confirming value and showing gratitude. Plus, recognition is contagious-it improves team dynamics and increases engagement.

Diversity, equity, and inclusion

Having a diverse community is part of how we deliver on our mission to take a stand for all investors. Our diverse teams and inclusive environments enable our crew to perform at their best.

Community

Our community stewardship is active and powered by the spirit of our crew members. We make it easy to volunteer and support our local communities.

Mission driven; client focused

What we do matters. The financial security of our investors isn't something we take lightly. We come to work each day to take a stand for all investors, focus on their long-term outcomes, and do the right thing.