Client Service Excellence Representative (FINRA Licensed)

Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job At Vanguard, we live a client‑first mentality and our mission is to treat all investors fairly and give them the best chance for investment success. Our Client Service Excellence Center associates help clients through life’s biggest moments— from buying their first home to preparing for retirement—by connecting with them via inbound phone calls and assisting with account‑related needs. If you have a passion for helping others, building client‑services skills, and giving every investor the best chance for success, join our crew as an associate. Benefits Total potential compensation for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary plus quarterly performance‑based bonuses, merit increases, and company bonuses). In addition, you’ll receive a $20,000 licensing bonus for completing your active SIE, Series 7, & Series 63 licenses. Milestone rewards include $10,000 at your 3‑year anniversary, $20,000 at your 5‑year anniversary, and $20,000 every 5 years thereafter. Work Model This role will be fully remote. It is a condition of the role that you perform all duties from within the state of Georgia. Licensing Requirement To be considered, you must hold active FINRA Series 7 and Series 63 licenses. If you do not currently have these licenses or only hold partial licensing, we invite you to explore our other Client Service Excellence Center opportunity—a fully remote role based in Georgia. Responsibilities Partner with clients via inbound phone calls to assist with a wide range of financial inquiries, from account maintenance to issue resolution. Lead with empathy and an owner’s mindset to solve problems, uncover client needs, and provide timely and accurate solutions. Collaborate with internal departments through strategic initiatives to continuously improve the client and crew experience. What it takes 3+ years of customer‑facing and/or inbound phone experience, with strong interpersonal and client‑relationship management 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 appetite to continuously build knowledge. High school, associate degree, or bachelor’s degree. Series 7 and 63 regulatory license or registration, determined by Compliance based on role‑specific duties. A desire for stability and pride in building a long‑term career in client service. Special Factors Please note new hires may need to be full jurisdiction registered in all U.S. states and territories. Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr