Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $52,000.00 - $81,500.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k)
Paid Time Off
performance bonuses
Milestone rewards
Job Description
Vanguard is a leading investment management company renowned for its commitment to putting clients first. The company operates in the financial services industry and is dedicated to supporting investors by providing top-tier products and services. Vanguard's mission is to take a stand for all investors, treating them fairly, and giving them the best chance for investment success. This client-centric approach is deeply embedded in Vanguard's culture, making it an ideal workplace for professionals passionate about creating exceptional investor experiences.
Vanguard’s Client Service Excellence Center is designed to provide outstanding support to clients through various life stages, from buying the... Show More
Vanguard’s Client Service Excellence Center is designed to provide outstanding support to clients through various life stages, from buying the... Show More
Job Requirements
- 3+ years of customer-facing and/or inbound phone experience
- Strong sense of ownership for client outcomes
- Learner’s attitude and appetite for continuous learning
- High school, associate degree, or bachelor's degree
- Ability to obtain Series 7 and 63 regulatory licenses
- Desire for stability and long-term career in client service
- Residency within 50-mile radius of Plano, TX
- No visa sponsorship offered
Job Qualifications
- High school, associate degree, or bachelor's degree
- 3+ years of customer-facing and/or inbound phone experience
- Strong interpersonal and client relationship management skills
- Ability to take initiative and accountability for client outcomes
- Desire to continuously grow knowledge and expertise
- Ability to obtain Series 7 and 63 regulatory licenses
- Commitment to building a long-term career in client service
Job Duties
- Partner with clients via inbound phone calls to assist with financial inquiries
- Lead with empathy and an owner’s mindset to resolve client issues
- Identify and address client needs to provide timely and accurate solutions
- Collaborate with internal departments on strategic initiatives
- Continuously improve the client and crew experience
OysterLink helps hospitality teams hire in one place.
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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