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Company Name : Vanguard
Location : Malvern, PA
Position : Client Relationship Associate – PA 2022
Job Description : Advance your career and our mission
At Vanguard, serving people is at the heart of our purpose. That starts with you. As a Client Relationship Associate, you’ll be an advocate for our clients and the voice of our organization. You’ll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our “crew” as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count.
In this role, you will:
Partner with our clients via the phone to assist them with a wide range of inquiries
Help every investor feel like they’re our only investor through world-class customer experiences by bringing warmth, energy and knowledge to each conversation
Execute foundational requests, develop investment acumen and communication skills
Lead with empathy and solutions-oriented mindset to help clients understand the foundational needs of their account
Develop through weekly call coaching sessions and licensing support
Make success accessible to everyone
Are you passionate about serving others? Then let’s step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility – and you could launch a dynamic career. We’ll be there to support you as you turn your ambitions into action.
What it takes
Undergraduate degree or equivalent combination of training and experience
Minimum of one year related business experience preferred, but not required
Learning agility to successfully pass the SIE and obtain the FINRA Series 7 & 63 Licenses
Ability to study for and attempt the SIE exam prior to start date
Demonstrate grit and determination in problem solving and accomplishing goals
Exceptional client service skills with strong communication skills
Possess intellectual curiosity and interest in developing business and financial acumen
Excel in explaining complex information in ways that are easy to understand
Thrives in fast-paced work environments that can be ambiguous and require flexibility
Share our commitment to strengthening communities by donating time, talent, and treasure
Ability to have fun, be engaged and inspire others in a team environment
Special Factors
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.
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