Client Service Excellence Representative - Rs

VANGUARD AUSTRALIA

Georgia, United States
Base: $52,000 - $58,000; bonus/equity: quarterly p...
Hybrid
3+ years customer-facing experience
Inbound phone communication skills
Strong interpersonal relationship management
The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries

Job Summary

  • The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries.
  • Total potential compensation includes a base salary of $52,000-$58,000 plus quarterly bonuses and up to a $15,000 licensing bonus.
  • Vanguard offers significant milestone rewards including $10,000 at the 3-year anniversary and $20,000 at the 5-year anniversary.

Matching Summary

The role involves connecting with clients via inbound phone calls to assist with account-related needs and resolve financial inquiries.

Salary

Base: $52,000 - $58,000; Bonus/Equity: Quarterly performance bonuses, merit increases, company bonuses, up to $15,000 licensing bonus; Benefits: Milestone rewards ($10k at 3 years, $20k at 5 years)

Skills & Requirements

Must-have

  • 3+ years customer-facing experience
  • Inbound phone communication skills
  • Strong interpersonal relationship management
  • Empathy and ownership mindset

Nice-to-have

  • Passion for helping others
  • Desire to build investment expertise
  • Commitment to long-term career stability
  • Continuous learning attitude

Key Requirements

  • Series 7 and 63 regulatory license or registration
  • SIE exam required within 14 days of start date
  • High school diploma or higher degree
  • Full jurisdiction registration in all US states
  • US work authorization (no visa sponsorship)

Work Rights

Must be eligible to work in the US without sponsorship

Tailored Resume

Cover Letter