Client Service Excellence Representative

About the role

Join our team of “crew” as a Client Service Excellence Center associate! 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.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.

Responsibilities

• Partner with our clients via inbound phone calls 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 to clients.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

Qualifications

• A passion for helping others
• Strong client service experience
• A desire to continuously grow your expertise
• A high school, associate degree, or bachelor's degree
• 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 – $81,500 ($52,000 -$72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses)
• Up to a $15,000 bonus upon obtaining the required licensing
• Milestone rewards at 3, 5, and every 5 years thereafter

Pay

Base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses. Total potential compensation range for your first full year in this role is $60,500 – $81,500.

Schedule

This role will be remote once you complete our required hybrid licensing and training program. This role is only open to individuals living within a 50-mile radius of our Charlotte, NC (28217) location.