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Vanguard · 3 months ago

Client Service Excellence Representative

USA - Virtual – Nationwide

Full-time

Hybrid

Entry Level

$56K/yr - $63K/yr

3+ years exp

Vanguard is a company dedicated to the long-term financial wellbeing of its clients, and they are seeking a Client Service Excellence Representative to enhance client experiences. In this role, you will connect with clients through inbound calls to assist with account-related inquiries and provide exceptional customer service.

FinanceFinancial Services

No H1B

Responsibilities

Respond to a wide range of inquiries from our Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement

Maintain strong performance metrics

Increase functional expertise through direct upskilling and training programs

Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions

Qualification

Customer service experienceClient relationship managementSeries 7 licenseSeries 63 licenseInterpersonal skillsFinancial knowledgeLearner's attitudeProblem-solving mentality

Required

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

A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service

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