Extended Hours Client Representative

About the role

As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve Vanguard Advice & Wealth Management clients through phone and chat channels during non-traditional business hours. Your support will take the complexity off their plate and instill trust as they navigate their investing journey.

Responsibilities

• Answer inbound calls and chats to meet the service and trading needs of clients during non-traditional business hours, requiring research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.
• Foster trust and reliability through consistent, high-quality service.
• Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
• Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
• Participate in special projects and perform other duties as assigned.

Requirements

• SIE, Series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC).
• Undergraduate degree or equivalent experience required.
• Commitment to delivering exceptional client service and excellent communications skills (both written and verbal).
• Interest in financial planning, investment advice, and wealth management (preferred but not required).
• Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.

Qualifications

This role requires a fully licensed candidate who brings their active SIE, Series 7, and Series 63 licenses into the role. A one-time $20,000 licensing bonus is provided for this.

Skills

Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.

Benefits

Training hours are 8:30am – 5:00pm ET. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required.

Pay

Base salary range for this role is $64,000 – $70,000 based on relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases).

Schedule

This role is fully remote. Crew working in other time zones will adjust based on local time differences. Available Shift Options include:

• Weekday Shifts (5 days/week): Monday – Friday, 6:00 PM – 2:30 AM ET (2nd Shift), Monday – Friday, 1:30 AM – 10:00 AM ET (3rd Shift)
• Weekend Compressed Shifts (4 days/week): Friday – Monday, 8:00 AM – 6:30 PM ET (Weekend Day Shift), Friday – Monday, 1:00 AM – 11:30 AM ET (Weekend 3rd Shift)

Special Factors

Vanguard is not offering visa sponsorship for this position.