Client Service Excellence Representative - RS at Vanguard

Utah, United States

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$52,000 – $67,500Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

3+ years of customer-facing and/or inbound phone experience, demonstrated by strong interpersonal and client relationship management (CRM)
A desire for stability and longevity in a role
A learner’s attitude and an appetite to continuously build your financial knowledge
High school, associate degree, or bachelor’s degree
SIE license (mandatory, must be obtained no later than 14 calendar days before start date)
Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC), determined by Compliance based on role-specific duties
Perform all work duties from within the state of Utah (fully remote role)

Responsibilities

Respond to a wide range of inquiries from Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement
Maintain strong performance metrics
Increase functional expertise through direct upskilling and training programs
Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions
Connect with clients via inbound phone calls to assist with account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience

Skills

Key technologies and capabilities for this role

Customer ServicePhone SupportClient InquiriesFinancial ServicesSIE LicensingInvestor SupportOnboarding

Questions & Answers

Common questions about this position

What is the compensation for this role?

Total potential compensation range for the first full year is $60,500 - 67,500, including $52,000 - $58,000 base salary plus quarterly performance-based bonuses, merit increases, company bonuses, and up to a $12,500 bonus upon obtaining required licensing.

Is this position remote, and are there any location requirements?

This role is fully remote, but you must perform all work duties from within the state of Utah.

What skills and experience are required for this position?

The role requires 3+ years of customer-facing and/or inbound phone experience with strong interpersonal and client relationship management skills, plus a desire for stability and longevity in client service.

What is the company culture like at Vanguard?

Vanguard has a client-first mentality, supports crew personally through all life stages with benefits for 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 with demonstrated interpersonal and CRM skills, a passion for helping others, and a desire for long-term stability in client service rather than using it as a stepping-stone.

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

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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