Portfolio Implementation Associate

Job Description: 

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen.  

Why Vanguard: 

At Vanguard, we believe in supporting our “crew” personally through all life stages.  Our industry-leading benefits are crafted with you in mind. Some of our benefits include: 

• World class training and development programs to equip you with the tools to take the SIE and FINRA Series 7 and 63 

• 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO 

• Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition 

• Best-in-class medical, dental, and vision coverage with on-site health perks: 

• CrewCare: our own onsite health-clinic for you and your loved ones 

• ShipShape: onsite fitness centers 

• Health Smart rewards: a program that rewards you for making healthy choices 

• LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you. 

• FlexFund: a wellness stipend that gives you the autonomy to define, and invest in, what wellness means to you. 

• Education benefits including tuition reimbursement designed to support you in furthering your education 

• Strong parental leave, including adoption and surrogacy, benefits – because we know every family looks different! 

For a deeper look into our benefits, please visit our Why Vanguard page! 

How you’ll make a difference: 

• Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients. 

• Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs. 

• Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients’ service needs. 

• Develop and maintain current knowledge of Vanguard’s funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard’s funds and products. 

• Participate in special projects and perform other duties as assigned.  

Advance your skill set and your career  

The Advice Support Representative role is a great launching point for individuals looking to start a career in advice. In this role, you will work alongside Vanguard’s financial advisors to help them meet clie