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Vanguard · 1 month ago

Client Service Excellence Representative - RS

Salt Lake City, UT

Full-time

Hybrid

Mid Level

$52K/yr - $68K/yr

3+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients, and they are seeking a Client Service Excellence Representative. In this role, you will connect with clients via inbound phone calls, assist with account-related inquiries, and strive to create exceptional client experiences.

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 managementInterpersonal skillsSIE licenseSeries 7 licenseSeries 63 licenseLearner's attitudeDesire for stability

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

The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date