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Vanguard

Service to Sales Client Consultant - NC

Charlotte, NC

At Vanguard, serving people is at the heart of our purpose. That starts with you. Working in our Relationship Management and Sales team, you'll be responsible for growth outcomes including advice leads and asset consolidations . You'll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our "crew" as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count!

In this role, you will:

  • Serve as the initial point of contact for inbound high opportunity client service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues
  • Follow standardized procedures to meet client needs. May conduct research for complex requests
  • Document inbound high opportunity client and team feedback in support of service improvement efforts within the business
  • Demonstrate a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations
  • Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
  • Participate in special projects and performs other duties as assigned
  • Follow up with clients from inbound sales opportunities
What it takes

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  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7, 63 required
  • Series 65/66 is strongly preferred or to be obtained within 90 days of hire
  • Minimum of two years related work experience required. Experience in client services preferred
  • Undergraduate degree or equivalent combination of training and experience required
  • Exceptional client service skills with strong communication skills
  • Possess intellectual curiosity and interest in developing business and financial acumen
  • Demonstrate grit and determination in problem solving and accomplishing goals
  • Thrives in fast-paced work environments that can be ambiguous and require flexibility
About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Job ID: Vanguard-133239
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.

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