Morgan

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Client Relationship Associate (Investment & Retirement Services) at Vanguard|Greater Philadelphia, United States

Position:

Client Relationship Associate (Investment & Retirement Services) at Vanguard

Location:

Greater Philadelphia, United States

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Last updated: 2026-11-02
Updated: 2026-11-02

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Current work details
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Morgan holds Series 63, Series 7, and Securities Industry Essentials (SIE) certifications and has been awarded Dean's List, Deans List, and President’s Award for Academic Excellence

Education

Bachelor of Arts - BA at University of Delaware

South Carroll High School

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