Client Service Excellence Representative (FINRA Licensed)

Vanguard • Concord, NH

22h • $70,500 - $81,500 • Remote

About The Position

The Client Service Excellence Representative is a fully remote client-service role with Vanguard, with all work duties required to be performed from within New Hampshire. Associates support clients through inbound phone calls about account-related needs and financial inquiries, helping them resolve issues and receive timely, accurate solutions. The role centers on creating exceptional client experiences through empathy, ownership, and trust, while building expertise in client service and investing. The position requires active FINRA Series 7 and Series 63 licenses. Total potential compensation for the first full year is $70,500–$81,500, including a $62,000–$72,000 base salary, 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 include $10,000 at three years, $20,000 at five years, and $20,000 every five years thereafter.

Requirements

• Active FINRA Series 7 and Series 63 licenses are required for consideration.
• At least 3 years of customer-facing and/or inbound phone experience, with strong interpersonal and client relationship management skills.
• A strong sense of ownership for client outcomes, including taking initiative and accountability, anticipating needs, and instilling trust.
• A learner’s attitude and desire to continuously build knowledge and expertise.
• High school diploma, associate degree, or bachelor’s degree.
• Desire for stability and pride in building a long-term career in client service.
• Must perform all work duties from within New Hampshire.
• Vanguard does not offer visa sponsorship for this position.

Responsibilities

• Assist clients through inbound phone calls with account maintenance, financial inquiries, and other account-related needs.
• Identify and resolve client issues, uncover client needs, and provide timely and accurate solutions.
• Use empathy and an owner’s mindset to take initiative and accountability for client outcomes and build trust.
• Collaborate with internal departments on strategic initiatives to continuously improve the client and crew experience.

Benefits

• $20,000 licensing bonus for bringing active SIE, Series 7, and Series 63 licenses.
• Quarterly performance-based bonuses, merit increases, and company bonuses.
• $10,000 milestone reward at the 3-year anniversary.
• $20,000 milestone reward at the 5-year anniversary and every 5 years thereafter.

What This Job Offers

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