Client Service Excellence Representative at Vanguard

Charlotte, North Carolina, United States

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$56,000 – $63,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Live within a 50-mile radius of Charlotte, NC (28217)
3+ years of customer-facing and/or inbound phone experience, with strong interpersonal and client relationship management (CRM) skills
Desire for stability and longevity in a role (not intended as a stepping-stone)
Learner’s attitude and appetite to continuously build financial knowledge
High school, associate degree, or bachelor’s degree
Ability to obtain Series 7 and 63 regulatory licenses (provided through training)

Responsibilities

Respond to a wide range of inquiries from Personal Investor clients, including financial inquiries like onboarding new clients and supporting them through retirement
Maintain strong performance metrics
Increase functional expertise through direct upskilling and training programs
Lead with compassion and a problem-solving mentality to uncover client needs and provide timely and accurate solutions

Skills

Key technologies and capabilities for this role

Customer ServiceInbound Phone SupportClient InquiriesAccount ManagementClient OnboardingFinancial ServicesInvestment SupportPerformance MetricsLicensing

Questions & Answers

Common questions about this position

What is the compensation for this role?

Total potential compensation range for the first full year is $56,000 - $63,000, including $48,750 - $55,000 base salary plus quarterly performance-based bonuses, merit increases, and company bonuses, plus up to a $12,500 bonus within the first few months upon obtaining required licensing.

Is this role remote, and what are the location requirements?

The role is remote once you complete the required hybrid licensing and training program, but it is only open to individuals living within a 50-mile radius of Charlotte, NC (28217).

What skills and experience are required for this position?

Candidates need 3+ years of customer-facing and/or inbound phone experience with strong interpersonal and client relationship management skills, a learner’s attitude to build financial knowledge, and a desire for stability and longevity in client service.

What is the company culture like at Vanguard?

Vanguard has a client-first mentality, supports its 'crew' personally through all life stages with benefits focused on financial stability, career longevity, and balance, and emphasizes compassion, problem-solving, and exceptional client experiences.

What makes a strong candidate for this role?

Strong candidates have 3+ years of customer-facing or inbound phone experience, strong interpersonal and CRM skills, a desire for long-term stability in client service rather than advancement elsewhere, and a learner’s attitude to grow financial expertise.

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees