Client/Customer Support Rep

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!

Our Client Service Excellence Center associates fulfill our mission by helping our 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.

If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!

At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 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. Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Georgia.

Vanguard will provide training resources and a voucher to cover the exam cost.

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:

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.

You don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.

• High school, associate degree, or bachelor's degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. A desire for stability and takes pride in building a long-term career in client service.

To work for the long-term financial wellbeing of our clients. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.