Client Service Excellence Representative (FINRA Licensed)

Vanguard • Tampa, FL

22h • $70,500 - $81,500 • Remote

About The Position

Vanguard is hiring a Client Service Excellence Center associate to help clients with account-related needs through inbound phone calls. The role supports Vanguard’s mission to treat investors fairly and help them achieve investment success by providing empathetic, accurate, and timely service through important moments in their lives. This position is fully remote, with the condition that all work duties be performed from within Florida. Active FINRA Series 7 and Series 63 licenses are required. The 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.
• 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 initiative, accountability, anticipating needs, and building trust in every interaction.
• A learner’s attitude and desire to continuously build knowledge.
• 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 Florida.
• Vanguard is not offering visa sponsorship for this position.

Responsibilities

• Assist clients through inbound phone calls with 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 and accurate solutions.
• Collaborate with internal departments on strategic initiatives to 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.
• Milestone rewards: $10,000 at the 3-year anniversary, $20,000 at the 5-year anniversary, and $20,000 every 5 years thereafter.
• Benefits package described as supporting 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