[Hiring] Client Service Excellence Representative @Vanguard

Role Description

This role involves connecting with clients via inbound phone calls to assist with their account-related needs.

• Partner with clients to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
• A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
• A learner's attitude and an appetite to continuously build your knowledge.
• High school, associate degree, or bachelor's degree.

Requirements

• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.

Benefits

• Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing.
• Milestone rewards: $10,000 at your 3-year anniversary, $20,000 at your 5-year anniversary, and $20,000 every 5 years thereafter.

Work Model

This role will be fully remote, but it is a condition of the role that you perform all of your work duties from within the state of Georgia.