Client Representative, Senior Associate

Vanguard UK

Base: $54,000 – $65,000; bonus: up to $12,500 one-...
Hybrid
Phone-based client inquiry resolution
Expert knowledge of margin trading
Understanding of corporate actions
Vanguard UK is seeking a Senior Associate Client Representative to support clients with advanced brokerage needs in a hybrid working environment. The role requires expertise in financial services, strong interpersonal skills, and the ability to manage client inquiries effectively

Job Summary

  • The role serves as a primary point of contact for clients navigating advanced brokerage needs through phone inquiries.
  • Vanguard provides fully paid training and coaching to help employees pass the required FINRA Series 7 & 63 licensing exams.
  • High-performing crew members may progress within the space in as little as 6–9 months based on performance and business need.

Matching Summary

Match Score: 85

Vanguard UK is seeking a Senior Associate Client Representative to support clients with advanced brokerage needs in a hybrid working environment. The role requires expertise in financial services, strong interpersonal skills, and the ability to manage client inquiries effectively.

Salary

Base: $54,000 – $65,000; Bonus: Up to $12,500 one-time plus partnership bonuses; Total potential: $66,500 – $77,500

Skills & Requirements

Must-have

  • Phone-based client inquiry resolution
  • Expert knowledge of margin trading
  • Understanding of corporate actions
  • Options trading strategies and mechanics
  • Fixed income product expertise

Nice-to-have

  • Passion for serving others
  • Problem-solving in fast-paced environment
  • Cross-functional collaboration skills
  • Trend identification for process improvement

Key Requirements

  • Minimum two years related work experience
  • Mandatory SIE license prior to starting
  • Active FINRA Series 7 and 63 licenses
  • Undergraduate degree or equivalent experience
  • Full jurisdiction registration in all U.S. states

Work Rights

Must be registered in all U.S. states and territories

Tailored Resume

Cover Letter