Client Relationship Associate
Our Group(3 months ago)
About this role
A Client Relationship Associate at Vanguard supports investors by connecting with them via inbound phone calls to assist with account-related needs and life-stage financial decisions. The role is focused on delivering client-first service while developing financial knowledge and obtaining required regulatory licensing. New hires receive paid training and coaching to build product acumen and professional growth.
Required Skills
- Client Service
- Inbound Calls
- CRM
- Problem Solving
- Empathy
- Collaboration
- Financial Acumen
- Account Maintenance
- Coaching
Qualifications
- Undergraduate Degree
- Series 7
- Series 63
- SIE
About Our Group
vanguardjobs.comNew Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.
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