Client Relationship Associate

If you are an organized and customer-oriented individual with excellent communication skills, we want to hear from you! Vanguard is looking for a Client Relationship Associate who is passionate about providing exceptional customer service and strives to achieve excellence. We are looking for someone who has the ability to think critically and analytically, and who brings a proactive and creative approach to problem solving. The ideal candidate will have a strong commitment to professional development and the desire to increase their knowledge base of the financial services industry.The Client Relationship Associate will serve as the primary point of contact for our clients, and will be responsible for delivering exceptional customer service. This position requires strong interpersonal, communication, and organizational skills, as well as the ability to maintain a high degree of professionalism and confidentiality. The successful candidate will have a minimum of three years of experience in a customer service or similar role, and a Bachelor’s degree in Business Administration or a related field is preferred.

Responsibilities:

1. Serve as the primary point of contact for clients and ensure exceptional customer service.
2. Maintain a high degree of professionalism and confidentiality.
3. Demonstrate excellent communication, interpersonal, and organizational skills.
4. Utilize critical thinking and analytical skills to proactively identify and solve customer service issues.
5. Maintain up-to-date knowledge of the financial services industry.
6. Participate in professional development opportunities to increase knowledge base.
7. Respond to customer inquiries and complaints in a timely and professional manner.
8. Provide accurate and timely information to clients regarding their accounts and services.
9. Follow up on customer inquiries to ensure satisfaction with services.
10. Document all customer interactions and update internal systems accordingly.

According to JobzMall, the average salary range for a Client Relationship Associate in Scottsdale, AZ, USA is $32,000 to $48,000 per year. This salary range includes base pay plus benefits, bonuses, and other forms of compensation.

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.