Client Service Excellence Representative - RS jobs in United States
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Vanguard · 22 hours ago

Client Service Excellence Representative - RS

positionIowa, United States
timeFull-time
remoteOnsite
seniorityMid Level
money$60K/yr - $68K/yr
date3+ years exp

Vanguard is dedicated to redefining exceptional client service through its Client Service Excellence Center. In this role, you will assist clients with their account-related needs via inbound phone calls, ensuring they feel supported during significant life moments.

FinanceFinancial Services
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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

Client relationship managementCustomer service experienceSeries 7 licenseSeries 63 licenseLearner's attitudeInterpersonal skillsProblem-solvingOwnership mindset

Required

3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills
A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust
A learner's attitude and an appetite to continuously build your 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
A desire for stability and takes pride in building a long-term career in client service

Benefits

$10,000 at your 3-year anniversary
$20,000 at your 5-year anniversary
$20,000 every 5 years thereafter

Company

Vanguard

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Glassdoor3.7
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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
http://investor.vanguard.com/corporate-portal

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Recent News

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MSTR stock jumps as Vanguard makes first $505 million investment in Strategy
2026-01-20
PR Newswire
Vanguard Appoints Natalie Lamarque as Chief Legal Officer
2025-09-05
citybiz
Vanguard Managing Director Karin Risi to Retire
2025-03-15
Company data provided by crunchbase