Advice Client Service Representative

Vanguard • Scottsdale, AZ

92d

About The Position

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.” As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen.

Requirements

• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date.
• Undergraduate degree or equivalent experience is required.
• Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy.
• Ability to maintain an understanding of investment planning methodology and plan implementation strategies.
• Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.
• Excellent communications skills (both written and verbal).
• Strong analytical, organizational, and time management skills.
• Confidence speaking directly with clients.

Nice To Haves

• Interest in financial planning, investment advice, and wealth management.

Responsibilities

• Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients.
• Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs.
• Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients’ service 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.

Benefits

• Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
• Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
• Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree