Client Relationship Associate

Vanguard UK

Charlotte, NC, United States
Base: $52,000 - $55,000; bonus/equity: up to $12,5...
Hybrid
Strong interpersonal skills
Customer-facing experience
Problem-solving mindset
Vanguard prioritizes a client-first mentality to support investors in significant life moments

Job Summary

  • Vanguard prioritizes a client-first mentality to support investors in significant life moments.
  • Client Relationship Associates assist clients with account-related needs through inbound calls.
  • Vanguard offers comprehensive training and development resources to support career growth.

Matching Summary

Vanguard prioritizes a client-first mentality to support investors in significant life moments.

Salary

Base: $52,000 - $55,000; Bonus/Equity: up to $12,500; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Customer-facing experience
  • Problem-solving mindset

Nice-to-have

  • Passion for serving others
  • Learner's mindset
  • Team collaboration

Key Requirements

  • Series 7 and 63 regulatory license
  • Undergraduate degree preferred
  • Customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter