Client Relationship Associate

Vanguard UK

Base: $52,000 - $55,000; bonus: up to $12,500 one-...
Hybrid
Strong interpersonal and client relationship management skills
Customer-facing and in-bound phone experience
Passion for serving others and problem-solving mindset
The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries

Job Summary

  • The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries.
  • Vanguard offers fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 exams.
  • Total potential compensation ranges from $74,500 to $77,500 within the first year upon obtaining required licensing.

Matching Summary

The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries.

Salary

Base: $52,000 - $55,000; Bonus: Up to $12,500 one-time plus partnership bonuses; Benefits: Fully paid training and development resources

Skills & Requirements

Must-have

  • Strong interpersonal and client relationship management skills
  • Customer-facing and in-bound phone experience
  • Passion for serving others and problem-solving mindset

Nice-to-have

  • Undergraduate degree or equivalent combination of experience
  • Learner's mindset and appetite for financial acumen
  • Collaborative approach to continuous improvement

Key Requirements

  • Series 7 and 63 regulatory license or registration
  • Undergraduate degree preferred
  • No visa sponsorship available

Work Rights

Not specified

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