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Job

Client Relationship Associate - AZ 2024

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Vanguard

28d ago

💼 Graduate Job

Scottsdale

AI generated summary

  • You need strong CRM skills, customer-facing experience, a desire to learn about finance, and preferably an undergraduate degree. Join our crew at Vanguard and serve our clients!
  • You will assist clients with financial inquiries, provide timely solutions, collaborate with internal departments to enhance client experience.

Graduate Job

Customer RelationsScottsdale

Description

  • At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life’s biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. 
  • If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! 

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

Education requirements

Bachelors

Area of Responsibilities

Customer Relations

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

Details

Work type

Full time

Work mode

office

Location

Scottsdale