Client Service Excellence Representative (finra Licensed)

Vanguard UK

Tallahassee, FL, United States
Base: $62,000 - $72,000; bonus/equity: quarterly p...
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Finra series 7 and 63 licenses
Inbound phone call client assistance
Client relationship management skills
** Vanguard UK is seeking a Client Service Excellence Representative to provide exceptional client support through inbound calls, requiring active FINRA Series 7 and 63 licenses. The position emphasizes a client-first mentality, strong interpersonal skills, and a passion for helping others, with a fully remote work option available for Florida residents. **

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.
  • Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
  • 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 to provide exceptional client support through inbound calls, requiring active FINRA Series 7 and 63 licenses. The position emphasizes a client-first mentality, strong interpersonal skills, and a passion for helping others, with a fully remote work option available for Florida residents. **

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

  • FINRA Series 7 and 63 licenses
  • Inbound phone call client assistance
  • Client relationship management skills

Nice-to-have

  • Passion for helping others
  • Owner's mindset for problem-solving
  • Desire for long-term career stability

Key Requirements

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

Work Rights

Must perform duties from within Florida

Tailored Resume

Cover Letter