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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $81,500.00
Work Schedule
Standard Hours
Flexible
Benefits
Health Insurance
Dental Insurance
Paid Time Off
performance bonuses
retirement savings plan
Milestone bonuses
remote work flexibility
Job Description
Vanguard is a leading investment management company dedicated to putting clients first and helping them achieve their financial goals. Renowned globally for its client-centric approach, Vanguard operates with an unwavering commitment to the mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." The company has cultivated a culture of integrity, collaboration, and continuous learning, attracting individuals who wish to make a meaningful impact in the financial industry. With offices spanning the globe, Vanguard has a hybrid working model to balance remote flexibility with in-person collaboration, fostering a... Show More
Job Requirements
- Passion for helping others
- strong client service experience
- desire to build a long-term career in client service
- willingness to obtain Series 7 and 63 regulatory licenses as required
- residence within 50 miles of Scottsdale, AZ
- ability to work remotely after training
- no visa sponsorship provided
- willingness to comply with jurisdictional registration requirements
- excellent problem-solving skills
- ownership mindset
- ability to manage multiple client inquiries efficiently
Job Qualifications
- High school diploma, associate degree, or bachelor’s degree
- minimum of 3 years customer-facing and/or inbound phone experience
- demonstrated client relationship management skills
- strong interpersonal and communication skills
- learner’s attitude with a desire to continuously grow knowledge
- ability to work independently and collaboratively
- experience in financial services or related sectors preferred but not required
Job Duties
- Partner with clients via inbound phone calls to assist with a wide range of financial inquiries from account maintenance to resolving issues
- lead with empathy and an ownership mindset to solve problems and provide timely accurate solutions
- uncover client needs and build trust in every interaction
- collaborate with internal departments to improve the client and crew experience
- participate in training and obtain Series 7 and 63 regulatory licenses
- ensure compliance with all financial regulations and internal policies
- contribute to strategic initiatives that enhance service quality
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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