Client Service Excellence Representative (finra Licensed)

Vanguard UK

Wisconsin, US
Base: $62,000 - $72,000; bonus/equity: quarterly p...
Fully remote (within wisconsin)
Client-first mentality
Inbound phone calls
Account-related needs
Vanguard UK is seeking a Client Service Excellence Representative with active FINRA Series 7 and 63 licenses to provide exceptional support to clients through inbound calls. The ideal candidate should have at least three years of customer-facing experience and a passion for helping others, while enjoying benefits that promote financial stability and career growth

Job Summary

  • Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement.
  • Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
  • Total potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses).

Matching Summary

Match Score: 85

Vanguard UK is seeking a Client Service Excellence Representative with active FINRA Series 7 and 63 licenses to provide exceptional support to clients through inbound calls. The ideal candidate should have at least three years of customer-facing experience and a passion for helping others, while enjoying benefits that promote financial stability and career growth.

Salary

Base: $62,000 - $72,000; Bonus/Equity: Quarterly performance-based bonuses, company bonuses, $20,000 licensing bonus, milestone rewards; Benefits: Not specified

Skills & Requirements

Must-have

  • Client-first mentality
  • Inbound phone calls
  • Account-related needs
  • Problem-solving skills
  • Client relationship management

Nice-to-have

  • Passion for helping others
  • Owner's mindset
  • Learner's attitude
  • Desire for stability

Key Requirements

  • FINRA Series 7 and Series 63 licenses
  • 3+ years of customer-facing and/or in-bound phone experience
  • High school, associate degree, or bachelor's degree

Work Rights

Must reside in Wisconsin

Tailored Resume

Cover Letter