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Vanguard Client Relationship Associate Position Jobs

Vanguard Group

Client Relationship Associate

Charlotte, NC · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to ... Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About ...

Vangard, Inc.

Client Relationship Associate

Charlotte, NC · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to ... Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About ...

Vangard, Inc.

Client Relationship Associate

Scottsdale, AZ · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to ... position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for ...

Keybank

KPB Client Relationship Assoc

Salt Lake City, UT

$25 - $38.46/hr

Location: 36 South State Street, Salt Lake City Utah Job Summary The Client Relationship Associate ... COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $25 ...

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Vanguard Client Relationship Associate Position information

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$25K

$47.1K

$67K

How much do vanguard client relationship associate position jobs pay per year?

As of Jun 20, 2026, the average yearly pay for vanguard client relationship associate position in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 per year, depending on experience, location, and employer.

How does a Vanguard Client Relationship Associate typically collaborate with internal teams to address client needs?

As a Vanguard Client Relationship Associate, you will frequently work with internal teams such as investment specialists, operations, and client service teams to resolve client inquiries and provide tailored solutions. This collaboration ensures that clients receive accurate and timely information regarding their accounts, transactions, or investment options. Regular communication and teamwork are essential, as you may participate in joint meetings or use shared platforms to track client requests and follow-ups. This cross-functional interaction not only enhances client satisfaction but also helps you build a strong network within Vanguard, supporting your professional development.

What are the key skills and qualifications needed to thrive as a Vanguard Client Relationship Associate, and why are they important?

To thrive as a Vanguard Client Relationship Associate, you need strong financial acumen, a bachelor's degree (often in finance or a related field), and FINRA Series 7 and 63 licenses. Familiarity with financial software platforms, CRM systems, and investment tools is typically required. Outstanding communication, active listening, and problem-solving skills set top performers apart in client interactions. These competencies are crucial for building trust, providing tailored investment guidance, and ensuring an excellent client experience in a highly regulated industry.

What is a Vanguard Client Relationship Associate?

A Vanguard Client Relationship Associate is a financial professional who works at Vanguard to support clients by answering questions, providing guidance on investment products, and helping with account management. They serve as the main point of contact for clients, ensuring a positive experience and resolving any issues that arise. The role involves both customer service and financial education, making it ideal for those interested in finance and helping people achieve their investment goals.
Infographic showing various Vanguard Client Relationship Associate Position job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,089 per year, or $22.6 per hour.
Client Relationship Associate

Client Relationship Associate

Vanguard Group

Charlotte, NC • On-site

$74K - $77K/yr

Full-time

Posted 24 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

About this job:
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Relationship Associate!
At Vanguard, we believe in supporting our "crew" personally through all life stages.
Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.
Responsibilities:
We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will:
  • Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
  • Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients.
  • Collaborate with internal departments through various strategic initiatives to continuously improve the client and "crew" experience.

What it takes:
You don't have to be a financial expert to be an advocate for our clients!
We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with:
  • Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our "crew."
  • Customer-facing and/or in-bound phone experience.
  • A learner's mindset and an appetite for financial acumen.
  • Undergraduate degree or equivalent combination of experience, preferred.
  • This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

How we will help:
Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with "crew" in mind. We will provide you with:
  • Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
  • Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
  • Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.
  • Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients.

Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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