Client Service Excellence Representative (FINRA Licensed)

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

• Have an active FINRA Series 7 and Series 63 licenses.
• Passionate about helping others and building your client services skillset.
• 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 instills trust.
• A learner's attitude and an appetite to continuously build your knowledge.
• A high school, associate degree, or bachelor's degree.

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).
• $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses.
• Milestone rewards at 3-year and 5-year anniversaries: $10,000 and $20,000 respectively, with additional $20,000 every 5 years thereafter.

Pay

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

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 Oklahoma.