Client Relationship Associate – AZ 2024
Vanguard
Client Relationship Associate Job Description
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!
Why Vanguard:
At Vanguard, we believe in supporting our “crew” personally through all life stages.
Total potential compensation for this role is $63,412 ($48,750 base salary plus up to a $10,000 bonus, additional hourly pay, and eligible promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.
In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
World class training and development programs to equip you with the tools to take the SIE and FINRA Series 7 and 63
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
An annual bonus (known internally as partnership) based on company performance
18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO
Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition
Best-in-class medical, dental, and vision coverage with on-site health perks:
CrewCare: our own onsite health-clinic for you and your loved ones
ShipShape: onsite fitness center
LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
Education benefits including tuition reimbursement designed to support you in furthering your education
Strong parental leave, including adoption and surrogacy, benefits – because we know every family looks different!
For a deeper look into our benefits, please visit our Why Vanguard page!
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
How you’ll make a difference:
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
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
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.