Advice Client Service Representative

Vanguard UK

Multiple Locations
Base: $64,000-70,000; bonus/equity: up to $12,500;...
Hybrid
Strong written and verbal communication skills
Ability to collaborate with financial advisors
Understanding of investment planning methodology
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, 'to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.' In this role, you will work alongside Vanguard’s financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios. Our training, development, culture, and benefits are designed with crew in mind

Job Summary

  • At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, 'to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.' In this role, you will work alongside Vanguard’s financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios. Our training, development, culture, and benefits are designed with crew in mind.

Matching Summary

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, 'to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.' In this role, you will work alongside Vanguard’s financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios. Our training, development, culture, and benefits are designed with crew in mind.

Salary

Base: $64,000-70,000; Bonus/Equity: up to $12,500; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong written and verbal communication skills
  • Ability to collaborate with financial advisors
  • Understanding of investment planning methodology

Nice-to-have

  • Interest in financial planning and wealth management
  • Learning agility with technology
  • Confidence in client interactions

Key Requirements

  • SIE must be obtained before start date
  • Undergraduate degree or equivalent experience required
  • Ability to pass Series 7 and Series 63 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter