Vanguard · 1 week ago
Client Service Excellence Representative (FINRA Licensed)
United States
Full-time
Remote
Mid Level
$52K/yr - $68K/yr
3+ years expVanguard is a company dedicated to the long-term financial wellbeing of its clients. They are seeking a Client Service Excellence Center associate to assist clients with account-related needs through inbound phone calls, ensuring exceptional client experiences and problem resolution.
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
Required
Active FINRA Series 7 and Series 63 licenses
3+ years of customer-facing and/or in-bound phone experience
Strong interpersonal and client relationship management (CRM) skills
Strong sense of ownership for client outcomes
Ability to take initiative and accountability
Ability to anticipate needs and ensure trust in every interaction
Learner's attitude and appetite to continuously build knowledge
High school, associate degree, or bachelor's degree
Desire for stability and pride in building a long-term career in client service
Benefits
$20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses.
$10,000 at your 3-year anniversary
$20,000 at your 5-year anniversary
$20,000 every 5 years thereafter
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2025-09-05
2025-03-15
Company data provided by crunchbase