Vanguard UK is seeking a Client Service Excellence Representative with active FINRA Series 7 and 63 licenses. The role focuses on providing exceptional client support through inbound phone calls while embodying the company's mission to prioritize client needs
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. The role focuses on providing exceptional client support through inbound phone calls while embodying the company's mission to prioritize client needs.
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 inquiries
Empathy and owner's mindset
Nice-to-have
Passion for helping others
Building client services skillset
Desire for stability
Long-term career in client service
Key Requirements
FINRA Series 7 and Series 63 licenses
3+ years of customer-facing experience
High school, associate degree, or bachelor's degree