Vanguard UK is seeking a Client Service Excellence Representative to join their hybrid team in Scottsdale, AZ. The role focuses on providing exceptional client support through inbound calls, assisting with account-related needs, and requires a passion for helping others and a commitment to learning
Job Summary
The role involves connecting with clients via inbound phone calls to assist with account-related needs and financial inquiries.
Total potential compensation includes a base salary of $52,000-$72,000 plus quarterly performance bonuses and milestone rewards up to $20,000.
This position requires obtaining the SIE license within 14 days and eventually holding Series 7 and 63 regulatory licenses.
Matching Summary
Match Score: 85
Vanguard UK is seeking a Client Service Excellence Representative to join their hybrid team in Scottsdale, AZ. The role focuses on providing exceptional client support through inbound calls, assisting with account-related needs, and requires a passion for helping others and a commitment to learning.
Salary
Base: $52,000-$72,000; Bonus/Equity: Quarterly performance bonuses, merit increases, company bonuses, up to $15k licensing bonus, $10k-$20k milestones; Benefits: Financial stability, career longevity, balance
Skills & Requirements
Must-have
3+ years customer-facing experience
Strong interpersonal and CRM skills
Inbound phone communication expertise
Nice-to-have
Passion for helping others
Owner's mindset for client outcomes
Desire for long-term career stability
Key Requirements
Series 7 and 63 regulatory license
SIE exam completion within 14 days
High school or bachelor's degree
Living within 50 miles of Scottsdale, AZ
US work authorization (no visa sponsorship)
Work Rights
Must be eligible to work in US without sponsorship