Client Service Excellence Representative - RS

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 realize 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

• 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.
• A high school, associate degree, or bachelor's degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).

Qualifications

• A desire for stability and takes pride in building a long-term career in client service.

Skills

• Passion for helping others.
• Strong client service experience.
• Desire to continuously grow your expertise.

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 at 3-year and 5-year anniversaries.

Pay

• Base salary determined by skills and experience, ranging from $52,000 to $58,000.
• Quarterly performance-based bonuses.
• Merit increases.
• 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 Utah.

Licensing Requirement

• 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.