Client Service Excellence Representative
About The Position
About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Licensing: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date . Vanguard will provide training resources and a voucher to cover the exam cost. Location: This role is only open to individuals living within a 50-mile radius of our Malvern, PA (19355) location. At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of “crew” as a Client Service Excellence Representative. At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $12,500 bonus upon obtaining the required licensing.
Requirements
- 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM).
- A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service.
- A learner’s attitude and an appetite to continuously build your financial knowledge.
- High school, associate degree, or bachelor’s degree.
- This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Responsibilities
- Respond to a wide range of inquiries from our Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement.
- Maintain strong performance metrics.
- Increase functional expertise through direct upskilling and training programs.
- Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions.
Benefits
- Fully paid training and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63.
- After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held.
- Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field.
- Coaching by leaders to help you excel in this role.
- Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients.
- Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
