Vanguard UK is seeking a Client Service Excellence Representative in Atlanta, GA, who possesses FINRA Series 7 and 63 licenses and has a strong passion for client service. The role involves assisting clients with financial inquiries through inbound calls, emphasizing a client-first mentality and a commitment to excellence
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.
In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
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 in Atlanta, GA, who possesses FINRA Series 7 and 63 licenses and has a strong passion for client service. The role involves assisting clients with financial inquiries through inbound calls, emphasizing a client-first mentality and a commitment to excellence.
Salary
Base: $62,000 - $72,000; Bonus/Equity: Quarterly performance-based bonuses, company bonuses, $20,000 licensing bonus; 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 experience
High school, associate degree, or bachelor's degree