Client Service Excellence Representative

About this Job

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 with their account-related needs.

Total potential compensation range for your first full year in this role is $60,500 - $81,500 ($52,000 - $72,000 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

This role will be remote once you complete our required hybrid licensing and training program. This role is only open to individuals living within a 50-mile radius of our Plano, TX (75024) location.

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

This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.

• Partner with our 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 to clients.
• 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.
• A desire for stability and takes pride in building a long-term career in client service.

Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position.