Client Service Excellence Representative (FINRA Licensed)
VanguardUtah, United States
Posted January 7, 2026
52000 - 58500 USD year
Full Time
About the Company
Vanguard is a mission-driven company that helps clients achieve their long-term financial wellbeing through product and services that transform their lives.
Job Description
Join our team as a Client Service Excellence Center associate and help our clients through life's biggest moments. You will connect with clients via inbound phone calls to assist with their account-related needs. We offer a benefits package designed to support you personally, including financial and career stability, longevity, and balance.
Requirements
- FINRA Series 7 and 63 licenses
- 3+ years of customer-facing and/or in-bound phone experience
- Strong interpersonal and client relationship management (CRM) skills
- High school, associate degree, or bachelor's degree
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Quarterly performance-based bonuses
- Merit increases
- Company bonuses