This role supports Vanguard's Personal Investor clients by handling complex service and transaction requests exclusively through digital channels
Job Summary
This role supports Vanguard's Personal Investor clients by handling complex service and transaction requests exclusively through digital channels.
Candidates must possess active FINRA licenses (SIE, Series 7, and Series 63) and a minimum of two years of related financial services experience.
The position follows a hybrid work model requiring on-site presence at offices in North Carolina, Arizona, or Pennsylvania on Tuesdays, Wednesdays, and Thursdays.
Matching Summary
This role supports Vanguard's Personal Investor clients by handling complex service and transaction requests exclusively through digital channels.
Skills & Requirements
Must-have
Active FINRA licenses required prior to start
Strong written communication skills
Ability to manage multiple concurrent chats
Nice-to-have
Experience in brokerage or retirement services
Consultative approach to client needs
Ability to explain complex financial topics clearly
Key Requirements
Active SIE, Series 7, and Series 63 licenses
Minimum 2 years financial services experience
Undergraduate degree or equivalent training
Non-USA citizenship status required (no sponsorship)
Work Rights
Must be eligible to work in the US without sponsorship