What’s the scope of the Full-Service Relationship Representative (Client Success Executive) role? What experience would be gained from it?
Serving full-service clients under $200M.
Building deep relationships with decision makers within client organizations to foster loyalty and demonstrate Vanguard’s value proposition.
Working with consultants associated with Key Account consultant firms and partnering with CEG representatives on consultant relationship development
Delivering strategies to increase impact for plan participant success and plan sponsor client loyalty and satisfaction.
Developing deep knowledge of Vanguard full-service recordkeeping offer.
Understand client relationship financials and ongoing relationship viability.
Establishing a broad network across the IIG business
What does the ideal candidate look like?
An individual who thrives in this role demonstrates determination and is highly collaborative.
A highly organized and resourceful problem solver who navigates ambiguity using conceptual thinking skills.
Strong relationship management, professional presence, communication, and collaboration skills with internal and external partners to achieve key outcomes (e.g., client loyalty and satisfaction, profitability, etc.)
Ability to deepen and strengthen client relationships retaining existing client relationships. To effectively position Vanguard and our investment products and services.
FINRA 6 and 63 licenses (or ability to obtain within 90 days of hire)
Responsibilities
Consults with clients to evaluate needs. Research resolutions for client issues and supports strategies for process improvement. Leverages relationship management skills to build relationships with clients. Supports recordkeeping strategy to identify areas for process improvement.
Identifies and resolves client inquiries related to products or services. Builds internal relationships to collaboratively resolve client issues.
Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services.
Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
Participates in team projects and performs other duties as assigned.
Qualifications
Minimum of three years related work experience. Two years experience in Client Services, Relationship Management and/or Vanguard Workplace Solutions preferred.
Undergraduate degree or equivalent combination of training and experience.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Experience with the Vanguard recordkeeping offer and process required.
Client travel is required and expected for this role.
Sponsorship
Vanguard is not offering visa sponsorship for this position.
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.