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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $81,500.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
401(k)
Performance bonus
Training and Development
Remote work option
Job Description
Vanguard is a globally renowned investment management company committed to the long-term financial wellbeing of its clients. Established with a client-first mentality, Vanguard strives daily to fulfill its mission 'to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.' This esteemed organization offers a robust platform of mutual funds, ETFs, and other financial products that serve millions of investors across the globe. With a culture deeply rooted in integrity, client service, and innovation, Vanguard is continually transforming lives by leading through superior products and services while fostering an environment... Show More
Job Requirements
- 3+ years of customer-facing and inbound phone experience
- High school diploma, associate degree, or bachelor’s degree
- Must obtain Securities Industry Essentials (SIE) license before start date
- Ability to acquire Series 7 and 63 securities licenses as required
- Residence within 50-mile radius of Charlotte, NC
- Strong ownership and accountability for client outcomes
- Eligibility to be fully registered in all US states and territories
- No visa sponsorship available
Job Qualifications
- Strong client service experience
- Excellent interpersonal and communication skills
- Demonstrated ability to manage client relationships
- High school diploma or equivalent
- Associate degree or bachelor’s degree preferred
- Proficiency with customer relationship management (CRM) tools
- Ability to learn and obtain Series 7 and 63 licenses
- Problem-solving skills and a proactive attitude
- Ability to work collaboratively within a team environment
Job Duties
- Partner with clients via inbound phone calls to assist with financial inquiries from account maintenance to issue resolution
- Lead with empathy and an owner’s mindset to solve problems and provide timely, accurate solutions
- Collaborate with internal departments to support strategic initiatives and improve client and crew experiences
- Maintain detailed and accurate client records using CRM systems
- Assist clients in understanding Vanguard’s products and services to meet their financial goals
- Support licensing and regulatory compliance through continuous learning and adherence to policies
- Participate in team meetings and training to enhance product knowledge and service skills
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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