Client Service Excellence Representative - RS

Overview

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 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.

• 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, 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, with strong interpersonal and client relationship management (CRM) skills.
• A strong sense of ownership for client outcomes—taking initiative, accountability, anticipating needs, and ensuring every interaction instills trust.
• A learner's attitude and appetite to continuously build knowledge.
• High school, associate degree, or bachelor's degree.
• Series 7 and 63 regulatory license and/or registration (e.g., FINRA, state, SFC) required; compliance will determine role‑specific duties.
• Full jurisdiction registration in all U.S. states and territories; visa sponsorship not offered.

Competitive 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 your 3‑year anniversary, $20,000 at your 5‑year anniversary, and an additional $20,000 every 5 years thereafter.

Full remote work within the state of Idaho. Benefits centered around financial and career stability, longevity, and balance. Vanguard will provide training resources and a voucher to cover the SIE exam cost.

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.