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Client Relationship Associate - AZ 2024

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Vanguard

Mar 26

Applications are closed

  • Job
    Full-time
    Entry Level
  • Customer Relations
  • Scottsdale

Requirements

  • We welcome, and encourage, individuals from all backgrounds and experiences — the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with:
  • 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

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

Finance
Industry
10,001+
Employees
1975
Founded Year

Mission & Purpose

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!