Client Service Excellence Representative - RS
VanguardIowa, United States
Posted January 21, 2026
52000 - 58500 USD year
Full Time
About the Company
Vanguard is a mission-driven organization that works for the long-term financial wellbeing of our clients.
Job Description
Join our team of "crew" as a Client Service Excellence Center associate and help redefine exceptional client service. 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 (e.g. FINRA, state, SFC)
Benefits
- Financial and career stability
- Longevity
- Balance
- Quarterly performance-based bonuses
- Merit increases
- Company bonuses
- Milestone rewards
- Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC) reimbursement