Client Representative, Senior Associate

Vanguard UK

Scottsdale, AZ, United States
Base: $54,000 – 65,000; bonus/equity: up to $12,50...
On-site
Brokerage and investment topics
Margin trading and requirements
Corporate actions
Vanguard UK is seeking a Senior Associate Client Representative to provide expert support in brokerage services, fostering a client-first mentality. The role requires a strong background in client services and financial products, with opportunities for professional growth and development

Job Summary

  • Serve as a trusted resource for clients navigating advanced brokerage needs.
  • Provide expert-level support and education on margin trading, corporate actions, options trading, and fixed income products.
  • Vanguard provides fully paid training, coaching, and continuous support to pass the FINRA Series 7 & 63.

Matching Summary

Match Score: 85

Vanguard UK is seeking a Senior Associate Client Representative to provide expert support in brokerage services, fostering a client-first mentality. The role requires a strong background in client services and financial products, with opportunities for professional growth and development.

Salary

Base: $54,000 – 65,000; Bonus/Equity: up to $12,500 bonus; Benefits: Not specified

Skills & Requirements

Must-have

  • Brokerage and investment topics
  • Margin trading and requirements
  • Corporate Actions
  • Options trading strategies
  • Fixed Income products
  • Investment education and platform navigation

Nice-to-have

  • Client-first mentality
  • Fast-paced environment
  • Problem-solving skills
  • Financial services expertise

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter