Client Service Excellence Representative (FINRA Licensed)

About the role

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

• Have 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.
• Active FINRA Series 7 and Series 63 licenses.

Benefits

• Total potential compensation range for your first full year in this role is $70,500 – $81,500 ($62,000 – $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses).
• A $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses.
• Milestone rewards at your 3-year and 5-year anniversaries, totaling up to $60,000.

Pay

Base salary determined by skills and experience, ranging from $62,000 to $72,000. Quarterly performance-based bonuses, merit increases, and company bonuses are also available.

Schedule

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