Client Service Excellence Representative - Remote Opportunity with Vanguard

Transforming the World of Investing, One Client at a Time

At Vanguard, we're on a mission to take a stand for all investors, treat them fairly, and give them the best chance for investment success. As a pioneer in the investment management industry, we're committed to simplifying the world of investing and making it more accessible to everyone. If you're passionate about delivering exceptional client experiences and are looking for a career that makes a real difference, we invite you to join our team as a Client Service Excellence Representative.

About the Role

As a Client Service Excellence Representative, you'll be the face of Vanguard, connecting with our Personal Investor clients via inbound phone calls to address their account-related inquiries, provide expert guidance, and cultivate an exceptional client experience. You'll be responsible for responding to a wide range of inquiries, from financial guidance to supporting clients through their retirement journey. If you're a customer service professional with a passion for helping others and a desire to continuously grow your expertise, this role is an exciting opportunity to join our crew and make a meaningful impact on the lives of our clients.

Key Responsibilities

• Respond to inbound phone calls from Personal Investor clients, addressing their account-related inquiries and providing expert guidance.
• Maintain strong performance metrics, ensuring timely and accurate solutions to client needs.
• Increase functional expertise through direct upskilling and training programs, staying up-to-date on industry developments and best practices.
• Lead with compassion and a problem-solving mentality, uncovering client needs and providing personalized support.
• Cultivate an exceptional client experience, building trust and loyalty with our clients.

What it Takes

We're not looking for a financial expert; we're looking for someone with a passion for delivering exceptional client experiences. If you have:

• 3+ years of customer-facing and/or inbound phone experience, with a proven track record of strong interpersonal and client relationship management (CRM) skills.
• A desire for stability and longevity in a role, with a focus on building a career in client service.
• A learner's attitude and an appetite to continuously build your financial knowledge.
• A high school, associate degree, or bachelor's degree.
• The ability to obtain the required Series 7 and 63 regulatory licenses and/or registrations (e.g., FINRA, state, SFC).

We're committed to supporting your growth and development, providing fully paid training and incentivized hybrid licensing programs to help you succeed in this role.

How We'll Help You Succeed

At Vanguard, we're invested in your success. Our training and development program is designed to equip you with the skills and knowledge you need to excel in this role. You'll have access to:

• Fully paid training and incentivized hybrid licensing programs, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63.
• Learning and development resources to 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 and achieve your career goals.
• 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.

What You Can Expect

As a Client Service Excellence Representative, you can expect a competitive salary and benefits package, including:

• A total potential compensation range of $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.
• Up to a $12,500 bonus within the first few months of hire upon obtaining the required licensing.
• A comprehensive benefits package centered around financial and career stability, longevity, and balance.

About Vanguard

At Vanguard, we're driven by a mission to work for the long-term financial wellbeing of our clients. We're committed to diversity, equity, and inclusion, and we're passionate about creating a work environment that is inclusive, equitable, and diverse. Our hybrid working model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Our Commitment to Diversity, Equity, and Inclusion

Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees to thrive and bring their best selves to work every day on behalf of our clients. We're fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.

Ready to Apply?

If you're a motivated individual ready to contribute to a thriving team, we encourage you to apply now! We're excited to review your application and discuss this opportunity further. As a Client Service Excellence Representative, you'll have the opportunity to make a real difference in the lives of our clients, while building a rewarding and challenging career with Vanguard.

Don't miss this opportunity to join our crew and be part of a team that's transforming the world of investing. Apply today and take the first step towards a fulfilling career with Vanguard!