Client Service Excellence Representative -id-4003

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Client Service Excellence Representative – Vanguard (Remote after Training)
Location: Scottsdale, AZ (85260) – Remote after completion of hybrid training program

About Vanguard:
At Vanguard, our mission is to work for the long-term financial wellbeing of our clients, guiding them through investment choices that transform their lives. We believe in supporting our “crew” by providing exceptional benefits and a culture of growth, development, and inclusion. Our commitment to diversity, equity, and inclusion (DEI) is central to our success, and we’re dedicated to creating an environment where all employees can thrive.

Role Overview:
As a Client Service Excellence Representative, you will be a vital part of helping our Personal Investor clients navigate their investment journeys. From answering inquiries and offering solutions to creating exceptional customer experiences, this role requires a passion for service, a problem-solving mindset, and a desire to learn.

Responsibilities:

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  • Respond to a wide range of client inquiries regarding financial topics, such as onboarding new clients and supporting retirement accounts.
  • Maintain strong performance metrics by resolving client concerns with accuracy and compassion.
  • Continuously increase functional expertise through training programs.
  • Provide timely and accurate solutions to client issues while ensuring a positive experience.
  • Cultivate client relationships and serve as a trusted advisor.

What It Takes:

  • 3+ years of customer-facing experience (phone or in-person), including strong interpersonal and CRM skills.
  • A genuine desire for stability and long-term career growth in client service.
  • A learner’s attitude with the ambition to continually build financial knowledge.
  • A high school diploma or higher (Associate’s or Bachelor’s degree preferred).
  • The ability to obtain Series 7 and 63 regulatory licenses (training provided).

How Vanguard Will Support You:

  • Paid training and licensing program to support individuals without a financial background, including preparation for the Series 7 and 63 exams.
  • Access to learning resources and continuous coaching to develop your financial expertise.
  • Quarterly in-office collaboration activities to build team culture.
  • A comprehensive benefits package designed for financial and career stability, including performance-based bonuses and additional company incentives.
  • A competitive compensation range of $56,000 – $63,000, including base salary and potential bonuses upon achieving performance goals and licensing.

Special Considerations:

  • Applicants must reside within a 50-mile radius of Scottsdale, AZ (85260).
  • This role requires full jurisdiction registration in all US states and territories.
  • Visa sponsorship is not available for this position.

Why Vanguard:
Vanguard isn’t just a job—it’s a mission to improve the financial well-being of our clients. Working with us means being part of a global team dedicated to learning, growing, and delivering the best for our investors. Join us in creating a positive impact with your career, supporting our mission while building your own professional future.

How to Apply:
Submit your application via [Vanguard Careers Page URL]. Applications will be reviewed on a rolling basis.

Vanguard is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workforce that empowers all employees to contribute their best work.

Client Service Excellence Representative -id-4003

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