Client Relationship Associate - NC 2021
Company: Vanguard
Location: Charlotte
Posted on: January 13, 2021
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Job Description:
Job DescriptionVanguard Client Relationship Associate - 2021
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
with a preferred minimum GPA of 3.0 or equivalent combination of
training and experience. Minimum of one year related business
experience preferred. * Learning agility to successfully pass the
SIE and obtain the FINRA Series 7 & 63 Licenses * You must attempt
the SIE exam one time, at least 30 days prior to your start date. *
May need to be Full Jurisdiction Registered in all US States and
Territories * 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 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.
Keywords: Vanguard, Charlotte , Client Relationship Associate - NC 2021, Other , Charlotte, North Carolina
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