Client Service Excellence Representative

Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About this Job At Vanguard, we have a client‑first mentality that we live and breathe every day. Our Client Service Excellence Center associates fulfill our mission by helping 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. Compensation & Benefits Total potential compensation range for your first full year in this role is $60,500 - $81,500 ( $52,000 – $72,000 base salary determined by skills and experience, plus quarterly performance‑based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing.

• 10,000 at your 3‑year anniversary
• 20,000 at your 5‑year anniversary
• 20,000 every 5 years thereafter

Work Model This role will be remote once you complete our required hybrid licensing and training program. It is only open to individuals living within a 50‑mile radius of our Scottsdale, AZ (85260) location. Licensing Requirement The SIE is a mandatory requirement and must be obtained no later than 14 calendar days before the identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. This role also requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC) as determined by Compliance based on role‑specific duties. Responsibilities Partner with 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, uncover client needs, and provide timely and accurate solutions. Collaborate with internal departments through strategic initiatives to continuously improve the client and crew experience. Qualifications 3+ years of customer‑facing and/or inbound 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 appetite to continuously build knowledge. High school, associate degree, or bachelor's degree. A 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 U.S. states and territories. Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr 慨正橡扯