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Vanguard · 3 days ago

Client Service Excellence Representative (FINRA Licensed)

United States

Full-time

Remote

Mid Level

$60K/yr - $68K/yr

3+ years exp

Vanguard is committed to serving investors and helping them achieve financial success. The Client Service Excellence Representative will assist clients with their account-related needs through inbound phone calls, ensuring exceptional client experiences while demonstrating empathy and problem-solving skills.

FinanceFinancial Services

No H1B

Responsibilities

Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues

Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients

Collaborate with internal departments through various strategic initiatives to continuously improve the client and 'crew' experience

Qualification

FINRA Series 7FINRA Series 63Customer service experienceClient relationship managementLearner's attitudeInterpersonal skills

Required

Have your FINRA Series 7 and 63

3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills

A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust

A learner's attitude and an appetite to continuously build your 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

A desire for stability and takes pride in building a long-term career in client service