Client Relationship Associate
Vanguard
About this role
A Client Relationship Associate at Vanguard serves retail investors by connecting with clients via inbound phone calls to support account-related needs and life-stage financial moments. The role focuses on delivering a client-first experience, helping clients access Vanguard products and services while receiving training and development to build financial knowledge and licensing. New hires are supported through required licensing and coaching to grow within the firm.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
Recent company news
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About Vanguard
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vanguard.
Salary
$75k – $78k
per year
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