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Client Relationship Associate – NC 2024

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Vanguard

Mar 26

Applications are closed

  • Job
    Full-time
    Entry Level
  • Business, Operations & Strategy
    Customer Relations
  • Charlotte

Requirements

  • 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!

Responsibilities

  • In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.

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!