Client Representative, Senior Associate

Vanguard UK

Charlotte, NC, United States
Base: $54,000 – 65,000; bonus/equity: up to $12,50...
On-site
Brokerage and investment topics
Margin trading and requirements
Options trading strategies
Serve as a trusted resource for clients navigating advanced brokerage needs within the Brokerage & Investments Center of Excellence

Job Summary

  • Serve as a trusted resource for clients navigating advanced brokerage needs within the Brokerage & Investments Center of Excellence.
  • Provide expert-level support and education on margin trading, corporate actions, options trading, fixed income products, and investment education.
  • Vanguard offers fully paid training, coaching, and continuous support to obtain FINRA Series 7 & 63 licenses, along with access to learning and development resources.

Matching Summary

Serve as a trusted resource for clients navigating advanced brokerage needs within the Brokerage & Investments Center of Excellence.

Salary

Base: $54,000 – 65,000; Bonus/Equity: up to $12,500 one-time bonus and eligible partnership/promotional bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • Brokerage and investment topics
  • Margin trading and requirements
  • Options trading strategies
  • Fixed Income products
  • Client relationship management

Nice-to-have

  • Thrive in fast-paced environments
  • Problem-solving skills
  • Financial services expertise growth
  • Passion for serving others

Key Requirements

  • Minimum two years related work experience
  • Familiarity with brokerage products
  • Customer-facing and inbound phone experience
  • Undergraduate degree or equivalent experience
  • SIE license required
  • FINRA Series 7 and 63 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter