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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $70,500.00 - $81,500.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
performance bonuses
remote work
Career Development
Job Description
Vanguard is a leading investment management company renowned for its client-first mentality and commitment to delivering exceptional investment experiences. Established with the mission “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success,” Vanguard has distinguished itself as a trusted partner in the financial services industry. The company is dedicated to helping clients achieve their financial goals through innovative products and superior service. Its client-focused philosophy is embedded in every aspect of the business, ensuring that clients feel supported and valued at all stages of their financial journey. From... Show More
Job Requirements
- hold active FINRA Series 7 and 63 licenses
- reside and perform all work duties from within the state of Utah
- three plus years of customer-facing or inbound phone experience
- possess high school diploma, associate degree, or bachelor’s degree
- demonstrate strong client service and interpersonal skills
- maintain compliance with US jurisdiction registries as required
- no visa sponsorship available
Job Qualifications
- active FINRA Series 7 and 63 licenses
- three or more years of customer-facing or inbound phone experience
- strong interpersonal and client relationship management skills
- high school diploma, associate degree, or bachelor’s degree
- demonstrated ability to take ownership for client outcomes
- learner’s attitude with a desire to grow expertise
- strong problem-solving and communication skills
Job Duties
- partner with clients via inbound phone calls to assist with account-related financial inquiries
- lead with empathy and ownership mindset to resolve client issues
- identify and address client needs with timely and accurate solutions
- collaborate with internal departments to enhance client and crew experiences
- maintain compliance with FINRA and company regulations
- continuously improve professional knowledge and skills
- contribute to strategic initiatives supporting client success
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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