Client Service Excellence Representative
Vanguard
Client Service Excellence Representative
Vanguard
full-time
Posted on:
Origin: • 🇺🇸 United States • North Carolina
Visit company websiteSalary
💰 $48,750 - $55,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
- Respond to a wide range of inquiries from Personal Investor clients, including onboarding new clients and supporting retirement needs
- Maintain strong performance metrics
- Increase functional expertise through direct upskilling and training programs
- Lead with compassion and a problem-solving mentality to uncover client needs and provide timely and accurate solutions
- Participate in fully paid training, hybrid licensing program and quarterly in-office collaboration activities
Requirements
- SIE is a mandatory requirement and must be obtained no later than 14 calendar days before identified start date
- This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC); determined by Compliance based on role-specific duties
- 3+ years of customer-facing and/or in-bound phone experience
- 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
- Must live within a 50-mile radius of Charlotte, NC (28217)
- New hires may need to be full jurisdiction registered in all US states and territories
- Vanguard is not offering visa sponsorship for this position
- Complete required hybrid licensing and training program (around 7 months based on current licenses held)
