Client Service Excellence Representative; FINRA Licensed

About this Job

At Vanguard, we live a client‑first mentality. 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 account‑related needs.

First year total potential compensation: $70,500 – $81,500 ($62,000 – $72,000 base salary). Includes quarterly performance‑based bonuses, merit increases, and company bonuses. You will also receive a $20,000 licensing bonus for active SIE, Series7, and Series
63 licenses. Milestone rewards: $10,000 at 3‑year anniversary, $20,000 at 5‑year anniversary, and $20,000 every 5 years thereafter.

Fully remote from within the state of New Hampshire.

Must hold active FINRA Series7 and Series
63 licenses. Partial licenses or no current licenses: other non‑remote opportunities available.

• Partner with clients via inbound phone calls to address a wide range of financial inquiries, from account maintenance to issue resolution.
• Lead with empathy and an owner’s mindset to solve problems, uncover client needs, and provide timely solutions.
• Collaborate with internal departments on 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 skills.
• Strong sense of ownership for client outcomes, taking initiative, anticipating needs, and ensuring trust in each interaction.
• Learner’s attitude with an appetite to build knowledge continuously.
• High school, associate degree, or bachelor’s degree (preferred).
• Desire for stability and a long‑term career in client service.

• New hires may need to be fully jurisdiction‑registered in all U.S. states and territories.
• Vanguard is not offering visa sponsorship for this position.