Full-Time

Client Relationship Associate

Updated on 1/29/2025

Vanguard

Vanguard

10,001+ employees

Client-owned investment management firm offering low-cost funds

Fintech
Financial Services

Compensation Overview

$48.8k - $65.9kAnnually

+ One-time Bonus + Promotional Bonuses

Entry, Junior

No H1B Sponsorship

Charlotte, NC, USA

This job requires some in-office presence as it follows a hybrid working model.

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.
Desired Qualifications
  • Undergraduate degree or equivalent combination of experience, preferred.

Vanguard provides financial services with a focus on investment management. It offers a variety of products such as mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, catering to individual investors, financial advisors, and institutional clients. The company operates under a unique ownership structure where it is owned by its funds, which are in turn owned by the clients, ensuring that its primary goal is to serve its investors rather than external shareholders. Vanguard is known for its low-cost investment options, charging management fees that are generally lower than industry averages, which reflects its commitment to cost efficiency and investor value. Additionally, Vanguard provides personalized investment advisory services, with fees based on the assets managed. The company aims to help clients grow their wealth and achieve their financial goals through prudent 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