Vanguard

Sales Support Coordinator – Senior Associate

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • Pennsylvania • United States

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Job Level

Senior

About the role

  • Provides sales and service to participants, covering a wide range of products, including advice, brokerage, and short-term savings solutions.
  • Follows up with Participants on leads and money movement as temporary point of contact.
  • Provides feedback and participates in the development of the future of this evolving role.
  • Participates in sales meetings, events, and other logistics for sales related activities.
  • Gathers metrics for data analysis.
  • Improves sales and client relationship management outcomes.
  • Participates in special projects and performs other duties as assigned.

Requirements

  • Two years related work experience preferred
  • Undergraduate degree or equivalent combination of training and experience
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
  • Hybrid working model
  • Collaborative culture
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
salescustomer servicerelationship managementdata analysisfeedbackparticipation in meetingsevent logisticsproject participation
Certifications
regulatory licenseFINRAstate licenseSFC registration