Client Service Excellence Representative (FINRA Licensed)

Vanguard • USA - Home Office - Utah, UT

4d • $70,500 - $81,500 • Remote

About The Position

Vanguard is hiring a Client Service Excellence Center associate to support clients with account-related needs and help them through significant financial moments. The role connects with clients through inbound phone calls and focuses on delivering exceptional client experiences in keeping with Vanguard’s mission to treat investors fairly and support their investment success. The position is fully remote, with all work duties required to be performed from within Utah.

The total potential compensation range for the first full year is $70,500–$81,500, including a base salary of $62,000–$72,000 determined by skills and experience, quarterly performance-based bonuses, merit increases, and company bonuses. The role also offers a $20,000 licensing bonus for candidates bringing active SIE, Series 7, and Series 63 licenses, plus milestone rewards of $10,000 at three years, $20,000 at five years, and $20,000 every five years thereafter.

Candidates must hold active FINRA Series 7 and Series 63 licenses. Vanguard is not offering visa sponsorship for this position.

Requirements

• Active FINRA Series 7 and Series 63 licenses are required.
• At least 3 years of customer-facing and/or inbound phone experience, demonstrated through strong interpersonal and client relationship management skills.
• A strong sense of ownership for client outcomes, including taking initiative and accountability, anticipating needs, and building trust in every interaction.
• A learner’s attitude and willingness to continuously build knowledge.
• High school diploma, associate degree, or bachelor’s degree.
• A desire for stability and pride in building a long-term career in client service.
• Must perform all work duties from within the state of Utah.

Nice To Haves

• Active SIE license to qualify for the stated $20,000 licensing bonus.

Responsibilities

• Assist clients through 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-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.
• Milestone rewards: $10,000 at the three-year anniversary, $20,000 at the five-year anniversary, and $20,000 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: Mid Level
• Education Level: High school or GED