Client Success Associate - Financial Services
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Vanguard is seeking a Client Relationship Associate to support clients via inbound calls, helping with account-related needs and life events. The role emphasizes empathy, accurate problem-solving, and collaboration with internal teams to enhance the client experience.
New hires will receive fully paid training and licensing support, including SIE and FINRA Series 7 & 63, with potential bonuses based on performance and licensing attainment. Hybrid work model in the US is offered.
We invite applications for the Client Success Associate
- Financial Services position located in Charlotte, NC, United States.
Join us at Vanguard Group, Inc. as our next Client Success Associate
- Financial Services in Charlotte, NC, United States.
We are currently recruiting a Client Success Associate
- Financial Services for our team in Charlotte, NC, United States.
This is a genuine opening to take on the Client Success Associate
- Financial Services role at Vanguard Group, Inc.
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