Client Relationship Associate

Vanguard UK

Scottsdale, AZ, United States
Base: $52,000 - $55,000; bonus/equity: up to $12,5...
Hybrid
Strong interpersonal skills
Customer-facing experience
Problem-solving mindset
At Vanguard, we have a client-first mentality that we live and breathe every day

Job Summary

  • At Vanguard, we have a client-first mentality that we live and breathe every day.
  • As a Client Relationship Associate, you will assist clients with a wide range of financial inquiries.
  • We will provide you with fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.

Matching Summary

At Vanguard, we have a client-first mentality that we live and breathe every day.

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
  • Collaborative team culture

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter