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Client Relationship Associate – Onboarding Journey

Vanguard

The Vanguard Group is one of the world’s largest investment companies, advising clients and the general public on savings, investment, retirement, personal finance, the economy, and much more.

Advance your career

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!

We are seeking talented, mission driven professionals to join our Onboarding Team. As a Licensed Client Representative, you’ll be an advocate for our clients and the voice of our organization. You’ll be part of a team that prides itself on building trust and delivering exemplary service and support to like-minded investors who have chosen to invest with Vanguard by opening an account and transferring assets. If you are passionate about serving others, leading with a growth mindset, empathy, determination, and learning agility, join our team to change the way the world invests.

Why Vanguard:

At Vanguard, we believe in supporting our “crew” personally through all life stages. Our industry-leading benefits are crafted with you in mind. Some of our benefits include:

  • World class training and development programs to equip you with the tools to take the SIE and FINRA Series 7 and 63
  • 18 PTO days and 9 federal holidays, with the unique ability to purchase an additional week of PTO
  • Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition
  • Best-in-class medical, dental, and vision coverage with on-site health perks:
    • CrewCare: our own onsite health-clinic for you and your loved ones
    • ShipShape: onsite fitness centers
    • Health Smart rewards: a program that rewards you for making healthy choices
    • LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
    • FlexFund: our wellness stipend that gives you the autonomy to define, and invest in, what wellness means to you.
  • Education benefits including tuition reimbursement designed to support you in furthering your education
  • Strong parental leave, including adoption and surrogacy, benefits – because we know every family looks different!

For a deeper look into our benefits, please visit our

Why Vanguard

page!

What it takes:

We welcome, and encourage, individuals from all backgrounds and experiences — the most important qualities you need are a passion for serving others and a thirst for knowledge. We are seeking talented individuals with:

  • Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew”
  • 3+ years of related business experience
  • Exceptional client service, communication and a broad understanding of business and financial acumen
  • Active SIE, FINRA Series 7 & 63 licenses REQUIRED
  • Undergraduate degree or equivalent combination of experience, preferred

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:

  • 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
  • Hands-on coaching by purpose-driven 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

How you’ll make a difference:

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 the phone to assist them with a wide range of inquiries.
  • Provide clients with the best chance for investment success by utilizing strong relationship management skills combined with a deep understanding of investment philosophy and products.
  • Use your investment acumen and brokerage knowledge to execute trades for our clients and guide them to resources to enable them to trade online with confidence
  • Provide world-class customer experiences by bringing warmth, energy, and knowledge to each conversation

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.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

To apply for the job click here

Client Relationship Associate – Onboarding Journey

To apply for the job click here

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Vanguard

The Vanguard Group is one of the world’s largest investment companies, advising clients and the general public on savings, investment, retirement, personal finance, the economy, and much more.

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