Client Success Executive, Northeast

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Serves as the primary point of contact for complex existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals and recommends services to improve the client relationship. Core Responsibilities 1. Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Sup…