Client Relationship Associate
HybridNo visa sponsorship
Core
Inbound phone support for clients assisting with account maintenance, financial inquiries, and resolving issues.
Role type
Client Relationship Associate (Financial Services)
Builds
Client support interactions and account resolution
Domain
Financial Services / Investment 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
Answer inbound calls to assist clients with account-related needs, resolve client issues, collaborate on strategic initiatives to improve client experience
Seniority
Entry-level / Individual Contributor