Extended Hours Client Representative

The Vanguard Group • Scottsdale, AZ

21h • $64,000 - $70,000 • Remote

About The Position

At Vanguard, we have a client-first mentality that we live and breathe 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.” As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours. Your support will take the complexity off their plate and instill trust as they navigate their investing journey. Base Salary Range for this role is $64,000 – $70,000 based on licenses held and relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases). You may be eligible for overtime and a shift differential depending on shift schedule. There is a one-time bonus upon obtaining the required licensing. If you are bringing your active SIE, Series 7 & Series 63 licenses into the role, you will receive a $20,000 licensing bonus. Training hours are 8:30am – 5:00pm local. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required. This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all your work duties from your approved home address/state.

Requirements

• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
• Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
• Undergraduate degree or equivalent experience required.
• Commitment to delivering exceptional client service and excellent communications skills (both written and verbal).
• Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.

Nice To Haves

• Interest in financial planning, investment advice, and wealth management (preferred but not required).

Responsibilities

• Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.
• Foster trust and reliability through consistent, high-quality service.
• Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
• Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
• Participate in special projects and perform other duties as assigned.

Benefits

• Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
• Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients.
• Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
• Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level