Client Service Excellence Representative

Are you ready to help us redefine what exceptional client service looks like Join our team of crew as a Client Service Excellence Center associate!

About this Job:

At Vanguard we have a client-first mentality that we live and breathe every day through our missionto take a stand for all investors to treat them fairly and to give them the best chance for investment Client Service Excellence Center associates fulfill our mission by helping our clients through lifes biggest moments from buying their first home to preparing for this role you will connect with clients via inbound phone calls to assist with their account-related needs.

If you have a passion for helping others building your client services skillset and giving every investor the best chance for investment success join our team of crew as a Client Service Excellence Center associate!

At Vanguard we believe in supporting our crew personally through all life stages. Our benefits package was designed with you in mind including benefits centered around financial and career stability longevity and balance. Total potential compensation range for your first full year in this role is $60500 - 67500 ($52000 -$58000 base salary determined by skills and experience plus quarterly performance-based bonuses merit increases and company bonuses) plus up to a $12500 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication we offer milestone rewards in this role:

• $10000 at your 3-year anniversary

• $20000 at your 5-year anniversary

• $20000 every 5 years thereafter

Responsibilities:

We are here to simplify the world of investing meet our clients where they are and ensure they feel fully supported when they call into Vanguard. As a Client Service Excellence Center associate you will:

• 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 owners 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.

What it takes:

You dont 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. We have seen most success from individuals with:

• 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 outcomestaking initiative and accountability anticipating needs and ensuring every interaction instills trust.

• A learners attitude and an appetite to continuously build your knowledge.

• High school associate degree or bachelors degree.

• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on role-specific duties.

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

Special Factors:

Please note new hires may need to be full jurisdiction registered in all US states and territories.

Vanguard is not offering visa sponsorship for this position.