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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
401(k) Plan
performance bonuses
Milestone rewards
remote work
Job Description
Vanguard is a leading investment management company dedicated to helping clients achieve their financial goals and secure long-term financial wellbeing. Founded on principles of fairness, transparency, and client-centric service, Vanguard has distinguished itself in the financial industry by focusing on 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 combines its global expertise with a genuine commitment to client satisfaction, making it one of the most trusted names in investment services worldwide.
Vanguard operates as a fiduciary, putting clients' interests first and offering innova... Show More
Vanguard operates as a fiduciary, putting clients' interests first and offering innova... Show More
Job Requirements
- Hold active FINRA Series 7 and Series 63 licenses
- Perform all duties from within the state of Iowa
- Have a passion for helping others
- Possess strong client service experience
- Demonstrate a learner’s attitude and growth mindset
- Have 3+ years of customer-facing or inbound phone experience
- Comply with all compliance and regulatory standards
- Be eligible to work in the United States without visa sponsorship
Job Qualifications
- High school diploma, associate degree, or bachelor’s degree
- 3+ years of customer-facing or inbound phone experience
- Strong interpersonal and client relationship management skills
- Active FINRA Series 7 and Series 63 licenses
- Demonstrated ability to take initiative and accountability
- Desire for continuous learning and professional growth
- Commitment to building a long-term career in client service
Job Duties
- Partner with clients via inbound phone calls to assist with a wide range of financial inquiries
- Lead with empathy and an owner’s mindset to solve problems and provide timely, accurate solutions
- Collaborate with internal departments to improve client and crew experiences
- Uncover client needs and deliver personalized service
- Ensure every interaction instills trust and confidence
- Maintain compliance with regulatory requirements
- Participate in strategic initiatives that enhance service quality
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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