Client Relationship Associate
HybridNo visa sponsorship
Core
Connect with clients via inbound phone calls to assist with account-related needs, resolve issues, and identify client needs.
Role type
Client Relationship Associate (Financial Services)
Builds
Client support and account maintenance services for individual investors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
inbound phone experience, client relationship management, problem-solving, financial acumen
Preferred skills
undergraduate degree, Series 7 and 63 licenses
Technologies
CRM systems, Vanguard investment platforms
Responsibilities
Handle inbound client calls for account inquiries and issue resolution, lead with empathy to uncover client needs, collaborate on strategic initiatives to improve client experience