Client Service Excellence Representative (FINRA Licensed)

Have your FINRA Series7 and63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job Our Client Service Excellence Center associates help Vanguard clients through life’s biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account‑related needs. Work Model This role will be fully remote; you must perform all duties from within the state of Ohio. 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, explore our other Client Service Excellence Center opportunities – a fully remote role based in Ohio. Benefits Base salary: $62,000‑$72,000 (determined by skills and experience) with quarterly performance‑based bonuses, merit increases, and company bonuses. Total potential compensation range for your first full year: $70,500‑$81,500. A $20,000 licensing bonus is paid for bringing your active SIE, Series 7, & Series 63 licenses. $10,000 at your 3‑year anniversary $20,000 at your 5‑year anniversary $20,000 every 5 years thereafter Responsibilities Partner with clients via inbound phone calls to assist 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. Collaborate with internal departments through various 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 (CRM) skills. A strong sense of ownership for client outcomes – taking initiative, 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. Compliance will determine regulatory license and/or registration (e.g., FINRA, state, SFC) based on role‑specific duties. Desire for stability and pride in building a long‑term career in client service. Special Factors New hires may need to be fully jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr