Client Service Excellence Representative (finra Licensed)

Vanguard UK

Utah, US
Base: $62,000 - $72,000; bonus/equity: quarterly p...
Hybrid
Client service experience
Problem-solving skills
Empathy in client interactions
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission

Job Summary

  • At Vanguard, we have a client-first mentality that we live and breathe every day through our mission.
  • As a Client Service Excellence Center associate, you will assist clients with a wide range of financial inquiries.
  • We believe in supporting our 'crew' personally through all life stages with a comprehensive benefits package.

Matching Summary

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission.

Salary

Base: $62,000 - $72,000; Bonus/Equity: Quarterly performance-based bonuses; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client service experience
  • Problem-solving skills
  • Empathy in client interactions

Nice-to-have

  • Desire for long-term career
  • Strong interpersonal skills
  • Learner's attitude

Key Requirements

  • Active FINRA Series 7 and 63 licenses
  • 3+ years of customer-facing experience
  • High school diploma or higher

Work Rights

Not specified

Tailored Resume

Cover Letter