Client Service Excellence Representative (FINRA Licensed)
VanguardTennessee, United States
Posted January 26, 2026
70000 - 81500 USD
Full Time
About the Company
Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals. With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together. Community guidelines: vgi.vg/sgl1 *As of January 2025
Job Description
Join our team of 'crew' as a Client Service Excellence Center associate and help our clients through life's biggest moments. As a Client Service Excellence Center associate, you will connect with clients via inbound phone calls to assist with their account-related needs.
Requirements
- 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
- Series 7 and 63 regulatory license and/or registration
Benefits
- Total potential compensation range of $70,500 - $81,500 in the first full year
- Quarterly performance-based bonuses, merit increases, and company bonuses
- Licensing bonus of $20,000 for bringing active SIE, Series 7, & Series 63 licenses
- Milestone rewards of $10,000 at 3-year anniversary, $20,000 at 5-year anniversary, and $20,000 every 5 years thereafter