Client Service Excellence Representative - Rs

Vanguard UK

Ohio, United States
Base: $52,000-$58,000; bonus/equity: up to $15,000...
Hybrid
3+ years customer-facing experience
Inbound phone call handling
Strong interpersonal skills
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 for the first year ranges from $60,500 to $67,500 including base salary, bonuses, and milestone rewards.
  • Vanguard offers a fully remote work model but requires employees to perform all duties from within the state of Ohio.

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: Up to $15,000 licensing bonus plus quarterly performance bonuses and milestone rewards; Benefits: Financial stability and career longevity benefits

Skills & Requirements

Must-have

  • 3+ years customer-facing experience
  • Inbound phone call handling
  • Strong interpersonal skills
  • Client relationship management

Nice-to-have

  • Passion for helping others
  • Owner's mindset for problem solving
  • Desire to build long-term career
  • Continuous learning attitude

Key Requirements

  • Series 7 and 63 regulatory license
  • SIE exam required within 14 days
  • High school or bachelor degree
  • Full jurisdiction registration in US states
  • US citizenship or permanent residency (no visa sponsorship)

Work Rights

Must be eligible to work in the US without visa sponsorship

Tailored Resume

Cover Letter