Client Relationship Associate

Vanguard

Application Deadline: 24 Jul 2025

Vanguard
Summary

Vacancy: 1

Salary: $15000 - $17000

Age: 23 to 35

Experience: 1-2 years

Location: United States

Published on: 23 Dec 2024

Job Context


Job 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.


Experience Requirements
  • 1 - 2 years
Educational Requirements
  • Bachelor/Honors
Skills
  • Excellent communication skills both oral and written Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) Expert knowledge with Microsoft Outlook email, scheduling and task manager Serving clients and delivering exceptional client service must appeal to you Proficient in verbal and written communications. Ability to interface with management levels and technical staff.
Age
  • 23 - 35 Age
Additional Requirements

Compensation & Other Benefits
  • - Mobile Bill , Tour , Holidays , Performance Bonus
  • - Salary Review: Half Yearly
Work place
  • Work At Office
Employment Status
  • Full Time
Gender
  • Male
Job Location
  • United States
Company Information

Vanguard

100 Vanguard Blvd Valley Forge, PA 19482, US

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