Client Service Excellence Representative (FINRA Licensed)

Vanguard • Atlanta, GA

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 achieve investment success. The role connects with clients through inbound phone calls and assists with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Associates are expected to provide empathetic, timely, and accurate service, take ownership of client outcomes, and help identify client needs. They also collaborate with internal departments on initiatives to improve the client and crew experience.

This is a fully remote role, with all work duties required to be performed from within Georgia. Candidates must hold active FINRA Series 7 and Series 63 licenses. Vanguard describes the role as an opportunity to build a long-term career in client service and welcomes candidates from varied backgrounds who bring a passion for helping others and a willingness to continue learning.

Total potential compensation for the first full year is $70,500–$81,500, comprising a base salary of $62,000–$72,000, 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 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, demonstrated through strong interpersonal and client relationship management skills.
• Demonstrate ownership and accountability for client outcomes, anticipate client needs, and build trust through client interactions.
• Show a learner's attitude and willingness to continuously build knowledge.
• Have a high school diploma, associate degree, or bachelor's degree.
• Have a passion for helping others and a desire to build a long-term career in client service.
• Perform all work duties from within the state of Georgia.

Responsibilities

• Assist clients through inbound phone calls with financial inquiries, including account maintenance and identifying and resolving issues.
• Lead with empathy and ownership to solve problems, uncover client needs, and provide timely and accurate solutions.
• Collaborate with internal departments on 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 of $10,000 at three years, $20,000 at five years, and $20,000 every five years thereafter.

What This Job Offers

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