Client Service Excellence Representative (finra Licensed)

Vanguard UK

Tallahassee, FL, United States
Base: $52,000 - $58,000; bonus/equity: quarterly p...
Hybrid
Client service experience
Empathy and problem-solving skills
Strong interpersonal skills
At Vanguard, we have a client-first mentality that we live and breathe every day

Job Summary

  • At Vanguard, we have a client-first mentality that we live and breathe every day.
  • As a Client Service Excellence Center associate, you will assist clients with a wide range of financial inquiries.
  • Our benefits package was designed with you in mind, including financial and career stability.

Matching Summary

At Vanguard, we have a client-first mentality that we live and breathe every day.

Salary

Base: $52,000 - $58,000; Bonus/Equity: Quarterly performance-based bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service experience
  • Empathy and problem-solving skills
  • Strong interpersonal skills

Nice-to-have

  • Desire for long-term career
  • Continuous learning mindset
  • Collaborative team culture

Key Requirements

  • Active FINRA Series 7 and 63 licenses
  • 3+ years of customer-facing experience
  • High school diploma or higher

Work Rights

Not specified

Tailored Resume

Cover Letter