Client Relationship Associate

Are you a passionate and driven individual looking for a career in finance? Do you have a strong desire to build relationships and provide exceptional customer service? Vanguard is seeking a Client Relationship Associate to join our dynamic team. In this role, you will have the opportunity to work with a diverse group of clients and help them achieve their financial goals. We are looking for someone who is personable, detail-oriented, and has a deep understanding of the financial industry. If you possess these qualities and are looking for a challenging and rewarding career, we want to hear from you!

1. Build and maintain strong relationships with a diverse group of clients.
2. Act as the main point of contact for clients and provide exceptional customer service.
3. Understand and effectively communicate Vanguard's products and services to clients.
4. Assist clients with their financial goals by providing expert advice and guidance.
5. Conduct thorough research and analysis to assist clients in making informed financial decisions.
6. Maintain accurate and detailed client records and information.
7. Collaborate with other team members to ensure a seamless client experience.
8. Continuously stay updated on industry trends and changes to effectively advise clients.
9. Identify and resolve any client issues or concerns in a timely and professional manner.
10. Meet or exceed established performance targets and goals.
11. Contribute to team meetings and participate in ongoing training and development opportunities.
12. Adhere to all company policies and procedures, as well as industry regulations.
13. Proactively identify areas for process improvement and make recommendations.
14. Stay organized and manage a high volume of client interactions.
15. Continuously demonstrate a strong work ethic and a commitment to providing exceptional service to clients.

According to JobzMall, the average salary range for a Client Relationship Associate in Scottsdale, AZ, USA is $50,000 - $70,000 per year. This can vary depending on the specific company, experience level, and other factors such as bonuses and benefits.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.