Client Relationship Associate - Closing Shift

About this job:

At Vanguard we have a clientfirst 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 lifes 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 accountrelated 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!

Please note the schedule for this role will be 11:30 8:00 PM EST 9:30am 6pm MST/8:30am 5pm MST during daylight savings time). This role is only available in our Scottsdale AZ office.

The salary range for this role is $based on active FINRA licenses at time of offer.

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.

• Support closing shift responsibilities including answering client inquiries and any additional endofday duties.

• Lead with empathy and a problemsolving 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.

What it takes:

You dont have to be a financial expert to be an advocate for our clients!

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.

• Customerfacing and/or inbound phone experience.

• A learners 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). These will be determined by Compliance based on rolespecific duties.

How we will help:

Choosing the next step in your career path can be a difficult decision we are here to support you to ensure you thrive professionally from the moment you join. Our training development culture and benefits are designed with crew in mind. We will provide you with:

• Fully paid training coaching and continuous support needed to pass the SIE and FINRA Series 7 & 63

• Access to learning and development resources to equip and empower you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners

• Handson coaching by purposedriven leaders to help you excel in your current role and prepare you for the next

• Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients

Special Factors:

Please note new hires may need to be full jurisdiction registered in all US states and territories.

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere on a mission.

To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.

Our commitment to diversity equity and inclusion

Vanguards commitment to diversity equity and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive equitable and diverseone that enables our employees whom we call crew to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization and everyone shares accountability for our progressfrom our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together were on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of carefor our clients our communities and each other.

Vanguards DEI journey has no finish line. Our commitment is enduring and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI download our Diversity Equity and Inclusion Report.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.