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.

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.

Requirements

• You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences.
• We welcome, and encourage, individuals from all backgrounds — the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).

Qualifications

• 3+ years of customer-facing and/or in-bound 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 installs trust.
• A learner's attitude and an appetite to continuously build your knowledge.
• A high school, associate degree, or bachelor's degree.

Skills

• Strong communication and problem-solving skills.
• Ability to handle multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office Suite.

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 Scottsdale, AZ (85260) location.

Special Factors

• New hires may need to be full jurisdiction registered in all US states and territories.
• Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Our Commitment to You

Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Empowered to Learn, Grow, and Thrive

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