Full-Time

Client Relationship Associate

Confirmed live in the last 24 hours

Vanguard

Vanguard

10,001+ employees

Client-owned investment management firm offering low-cost funds

Fintech
Financial Services

Compensation Overview

$48.8kAnnually

+ One-time Bonus + Promotional Bonuses

Entry, Junior

No H1B Sponsorship

Charlotte, NC, USA

Hybrid working model implemented, requiring in-office presence.

Category
Customer Success Management
Sales & Account Management

You match the following Vanguard's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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.
  • This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).
Responsibilities
  • 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.

Vanguard offers financial services focused on investment management, providing products like mutual funds, ETFs, IRAs, and 401k rollovers for individual investors and institutions. Its unique ownership structure means it is owned by its funds, prioritizing the needs of clients over external shareholders. Vanguard is known for its low-cost investment options, with management fees that are generally lower than industry averages. The company's goal is to help clients grow their wealth and achieve financial objectives through effective investment strategies.

Company Stage

Private

Total Funding

N/A

Headquarters

Kline Township, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.
  • The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.
  • Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

What critics are saying

  • Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.
  • Vanguard's stake in Steelcase exposes it to the volatile furniture market.
  • New active bond ETFs may struggle in a low-yield environment with increasing competition.

What makes Vanguard unique

  • Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.
  • The firm offers low-cost investment products, making it attractive to cost-conscious investors.
  • Vanguard's ownership structure allows it to focus on long-term investor value.

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Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off