Client Service Excellence Representative (finra Licensed)

Vanguard UK

Iowa, US
Base: $62,000 - $72,000; bonus/equity: quarterly p...
Hybrid
Client service experience
Strong interpersonal skills
Problem-solving abilities
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.
  • You will connect with clients via inbound phone calls to assist with their account-related needs.
  • Our benefits package was designed with you in mind, including benefits centered around financial and career stability.

Matching Summary

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

Salary

Base: $62,000 - $72,000; Bonus/Equity: Quarterly performance-based bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service experience
  • Strong interpersonal skills
  • Problem-solving abilities

Nice-to-have

  • Passion for helping others
  • Desire for career stability
  • Learner's attitude

Key Requirements

  • Active FINRA Series 7 license
  • Active FINRA Series 63 license
  • 3+ years of customer-facing experience

Work Rights

Not specified

Tailored Resume

Cover Letter