Vanguard-posted 3 months ago
$48,750 - $63,000/Yr
Full-time • Entry Level
Scottsdale, AZ

This role will be remote once you complete our required hybrid licensing and training program. Location: This role is only open to individuals living within a 50-mile radius of our Scottsdale, AZ (85260) 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 $56,000 - $63,000 ($48,750 -$55,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) upon achieving performance standards plus up to a $12,500 bonus within the first few months of hire upon obtaining the required licensing.

  • 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.
  • 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.
  • 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).
  • Fully paid training and incentivized hybrid licensing program.
  • Access to learning and development resources.
  • Coaching by leaders to help you excel in this role.
  • Quarterly in-office collaboration activities.
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