Client Service Excellence Representative - RS

Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate!

About this Job: At Vanguard, we have a client‑first mentality that we realize 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 help 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. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate!

Compensation & Benefits: Total potential compensation range for your first full year in this role is $60,500 – $67,500 ($52,000 – $58,000 base salary determined by skills and experience, plus quarterly performance‑based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing.

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

Work Model: This role will be fully remote, with the condition that all work duties are performed within the state of Idaho.

Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before the identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.

• Partner with clients via inbound phone calls to assist 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.
• 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 knowledge.
• High school, associate degree, or bachelor’s degree.
• Required Series 7 and 63 regulatory license and/or registration (e.g., FINRA, state, SFC) as determined by Compliance based on role‑specific duties.
• A desire for stability and pride in building a long‑term career in client service.

• New hires may need to be fully registered in all U.S. states and territories.
• The position does not offer visa sponsorship.