Client Representative, Senior Associate

Vanguard Australia

Base: $54,000 – $65,000; bonus: up to $12,500 one-...
Hybrid
Phone-based client inquiry handling
Expert knowledge of margin trading
Options trading strategies and mechanics
The role serves as a primary point of contact for clients navigating advanced brokerage needs through the phone channel

Job Summary

  • The role serves as a primary point of contact for clients navigating advanced brokerage needs through the phone channel.
  • Vanguard provides fully paid training and coaching to help employees pass the required FINRA Series 7 & 63 exams.
  • High-performing crew members may progress within the space in as little as 6–9 months based on performance.

Matching Summary

The role serves as a primary point of contact for clients navigating advanced brokerage needs through the phone channel.

Salary

Base: $54,000 – $65,000; Bonus: Up to $12,500 one-time plus partnership bonuses; Total Potential: $66,500 – $77,500

Skills & Requirements

Must-have

  • Phone-based client inquiry handling
  • Expert knowledge of margin trading
  • Options trading strategies and mechanics
  • Fixed income product expertise
  • Clear explanation of financial concepts

Nice-to-have

  • Passion for serving others
  • Problem-solving in fast-paced environment
  • Collaboration with cross-functional teams
  • Trend identification for process improvement

Key Requirements

  • Minimum two years related work experience
  • Mandatory SIE license prior to starting
  • Active FINRA Series 7 and 63 licenses
  • Undergraduate degree or equivalent experience
  • Full jurisdiction registration in all U.S. states

Work Rights

Must be eligible for full jurisdiction registration in all U.S. states

Tailored Resume

Cover Letter