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Vanguard Client Relationship Associate Position Jobs

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Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

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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 21, 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.
Key Private Bank Client Relationship Associate

Key Private Bank Client Relationship Associate

KeyBank

Dayton, OH • On-site

$25 - $38.46/hr

Full-time

Posted 13 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

37th of 141 rated banks

Job description

Location:
130 W 2nd Street, Suite 1950, Dayton Ohio
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
  • Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
  • Owns follow up after client meetings on takeaways and next steps.
  • Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
  • Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
  • Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
  • Coordinate officer transitions when team members transition on or off the KPB sales team.
  • Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
  • Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
  • Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
  • Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
  • Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
  • Works with team to plan and manage client events, attending as needed.
  • Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree or equivalent experience (preferred)

Work Experience
  • A minimum of 3 years related work experience or equivalent combination of work/educational background (required)

Skills
  • General knowledge of financial services and wealth management.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases, and systems.
  • Proficient in all Microsoft Office Applications.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/03/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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