Focusing on the client experience
Crew in our client services roles connect with our clients to assist with account-related inquiries, function as subject-matter experts, and cultivate an excellent client experience. We welcome and encourage individuals from all backgrounds. The most important skills you need are strong client-relationship experience and a desire to continuously grow your expertise.
Setting you up for success
Continuous learning
Collaborative culture
Vanguard virtual tour
“We value collaboration and support your career development so that you can discover your potential.”
As a retirement specialist, I had the opportunity to educate and assist clients with one of the biggest moments in their life—retirement. Due to the complexity of the subject matter, I leveraged my technical knowledge and CRM (client relationship management) skills, often taking ownership of unique client situations and leading them to resolution.”
David R.
Business Project Manager
Our teams
Client Relationship Associate
- Training and development program to equip you with the tools to take the FINRA SIE and Series 7 and 63 exams.
- Access to learning and development resources, including hands-on coaching by purpose-driven leaders to help you excel in your current role and prepare for your career growth.
- Competitive benefits package, including paid time off, educational assistance, and FlexFund.
Client Services Excellence Representative
- Crew must live within 50 miles of one of our locations (Malvern, PA; Charlotte, NC; Scottsdale, AZ).
- Training and development program to equip you with the tools to take the FINRA SIE and Series 7 and 63 exams.
- This role will be remote once you complete our required hybrid licensing and training program.
- Benefits centered around financial and career stability, longevity, and balance.
Empowered to learn, grow, and thrive
Jordan R.
“Vanguard’s secret sauce is its clear, noble mission that is brought to life by our exceptional crew. At Vanguard, we come to work every day to help millions of investors reach their personal goals. I am incredibly proud to work towards such an honorable and tangible mission alongside our passionate, curious, and caring crew. During my time at Vanguard, I have benefited from the counsel of inspiring mentors, learned from incredibly bright teammates and leaders who have trusted me with challenging assignments, and developed lifelong friendships.”
