Client Service Excellence Representative; FINRA Licensed

About this Job

Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate!

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission: “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping clients through life’s biggest moments – from buying their first home to preparing for retirement.

In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.

Total potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). In addition, you’ll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We also recognize your commitment to excellence with milestone rewards:

• $10,000 at your 3-year anniversary
• $20,000 at your 5-year anniversary
• $20,000 every 5 years thereafter

This role will be fully remote. However, all work duties must be performed from within the state of Idaho.

To be considered for this role, you must hold active FINRA Series 7 and Series 63 licenses. If you do not currently have these licenses or only hold partial licensing, we invite you to explore our other Client Service Excellence Center opportunity—a fully remote role based in Idaho.

• Partner with clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and crew experience.

• 3+ years of customer-facing and/or inbound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
• A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
• A learner’s attitude and an appetite to continuously build your knowledge.
• High school, associate degree, or bachelor’s degree.
• A desire for stability and takes pride in building a long-term career in client service.

New hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position.