Client Service Excellence Representative; FINRA Licensed

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 our 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 them with their account‑related needs.

This role is fully remote, with the condition that all duties be performed within the state of Georgia.

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 Georgia.

• 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.
• 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.
• Requirement for Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC) to be determined by Compliance based on role‑specific duties.
• A desire for stability and pride in building a long‑term career in client service.

You don't have to be a financial expert to be an advocate for our clients. This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds.

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

• 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).
• You’ll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses.
• Milestone rewards: $10,000 at your 3‑year anniversary, $20,000 at your 5‑year anniversary, and $20,000 every 5 years thereafter.