Client Service Excellence Representative (FINRA Licensed)

Vanguard • New Orleans, LA

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 important financial moments. The role connects with clients through inbound phone calls and focuses on providing exceptional client experiences in line with Vanguard’s mission to treat investors fairly and support their investment success.

This position is fully remote, with the condition that all work duties are performed from within Louisiana. Candidates must hold active FINRA Series 7 and Series 63 licenses. The stated total potential compensation range for the first full year is $70,500–$81,500, comprising a $62,000–$72,000 base salary determined by skills and experience, 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 at least 3 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 each interaction.
• Have a learner’s attitude and a desire to continuously build knowledge.
• Have a high school diploma, associate degree, or bachelor’s degree.
• Have a desire for stability and take pride in building a long-term career in client service.

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 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