Client Service Excellence Representative (FINRA Licensed)

The Vanguard Group • New Orleans, LA

3d • Remote

About The Position

Vanguard is hiring a Client Service Excellence Center associate to support clients through account-related needs and important financial moments. The role connects with clients through inbound phone calls, helping simplify investing and ensure clients feel supported. Associates assist with inquiries ranging from account maintenance to identifying and resolving issues, and provide timely, accurate solutions with empathy and an owner’s mindset. They also collaborate with internal departments on initiatives to improve the client and crew experience.

This is a fully remote position, with the condition that all work duties be performed from within Louisiana. Candidates must hold active FINRA Series 7 and Series 63 licenses. Vanguard offers a total potential compensation range of $70,500–$81,500 for the first full year, comprising a base salary of $62,000–$72,000 based on skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses. A $20,000 licensing bonus is offered for bringing active SIE, Series 7, and Series 63 licenses. Milestone rewards are $10,000 at the three-year anniversary, $20,000 at the five-year anniversary, and $20,000 every five years thereafter.

Requirements

• Hold active FINRA Series 7 and Series 63 licenses.
• Have 3 or more years of customer-facing and/or inbound phone experience.
• Demonstrate strong interpersonal and client relationship management (CRM) skills.
• Take ownership and accountability for client outcomes, anticipate needs, and build trust through each interaction.
• Have a learner’s attitude and a desire to continuously build knowledge.
• Have a high school, associate, or bachelor's degree.
• Have a desire for stability and take pride in building a long-term career in client service.

Responsibilities

• Assist clients via inbound phone calls with a wide range of financial inquiries, including account maintenance and identifying and resolving issues.
• Use empathy and an owner’s mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
• Collaborate with internal departments on strategic initiatives to continuously improve the client and crew experience.

Benefits

• Total potential first-full-year compensation of $70,500–$81,500, including base salary, quarterly performance-based bonuses, merit increases, and company bonuses.
• $20,000 licensing bonus for bringing active SIE, Series 7, and Series 63 licenses.
• $10,000 reward at the three-year anniversary.
• $20,000 reward at the five-year anniversary and every five years thereafter.
• Benefits package designed to support financial and career stability, longevity, and balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED