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Client Relationship Associate — Inbound Financial Support

Job in Neptune, Mercer County, Ohio, USA
Listing for: Vanguard
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 75000 - 78000 USD Yearly USD 75000.00 78000.00 YEAR

Job Description & How to Apply Below

Location: Neptune

Vanguard is seeking a Client Relationship Associate to help clients with account-related needs via inbound calls. You will address inquiries, resolve issues, and guide clients through their financial journeys, while upholding our client-first mission.

The role emphasizes empathy, problem-solving, and collaboration with internal teams to enhance the client and crew experience. A Series 7/63 license is required or pursued through Vanguard training.

We would love to welcome a new Client Relationship Associate — Inbound Financial Support to our team in Neptune, OH, United States.

We invite applications for the Client Relationship Associate — Inbound Financial Support position located in Neptune, OH, United States.

The following role is for a Client Relationship Associate — Inbound Financial Support with Vanguard.

Our group is growing, and we are hiring a Client Relationship Associate — Inbound Financial Support in Neptune, OH, United States.

Position Requirements

10+ Years work experience
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