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!

At Vanguard, we have a client‑first mentality that we realize daily through our mission: “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you will connect with clients via inbound phone calls to assist with their account‑related needs.

Compensation and Benefits

Total potential compensation for your first full year: $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. Milestone rewards: $10,000 at 3‑year anniversary, $20,000 at 5‑year anniversary, $20,000 every 5 years thereafter.

Work Model

This role is fully remote but must be performed from within the state of New Hampshire.

Licensing Requirement

The SIE exam is mandatory 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 strategic initiatives to continuously improve the client and crew experience.

• 3+ years of customer‑facing and/or inbound phone experience, with 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 diploma, associate degree, or bachelor’s degree.
• Required regulatory license:
  Series 7 and 63 (or equivalent) 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. Vanguard does not offer visa sponsorship for this position.