Client Service Excellence Representative (finra Licensed)

Vanguard UK

Missouri, US
Base: $62,000 - $72,000; bonus/equity: quarterly p...
**
Client-first mentality
Inbound phone calls
Account-related needs
** Vanguard UK is seeking a Client Service Excellence Representative in Missouri, requiring candidates to hold FINRA Series 7 and Series 63 licenses. The role focuses on providing exceptional client support through inbound calls, with an emphasis on empathy and problem-solving. **

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.
  • In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
  • 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: 75

** Vanguard UK is seeking a Client Service Excellence Representative in Missouri, requiring candidates to hold FINRA Series 7 and Series 63 licenses. The role focuses on providing exceptional client support through inbound calls, with an emphasis on empathy and problem-solving. **

Salary

Base: $62,000 - $72,000; Bonus/Equity: Quarterly performance-based bonuses, company bonuses, $20,000 licensing bonus, milestone rewards; Benefits: Not specified

Skills & Requirements

Must-have

  • Client-first mentality
  • Inbound phone calls
  • Account-related needs
  • Problem-solving skills
  • Client relationship management

Nice-to-have

  • Passion for helping others
  • Owner's mindset
  • Learner's attitude
  • Desire for stability
  • Long-term career

Key Requirements

  • FINRA Series 7 and 63 licenses
  • 3+ years of customer-facing experience
  • High school, associate degree, or bachelor's degree

Work Rights

Not specified

Tailored Resume

Cover Letter