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Client Service Excellence Representative (FINRA Licensed) at Vanguard

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Vanguard

Client Service Excellence Representative (FINRA Licensed)

Johns Creek, GA, USA|Remote

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Range $70,500.00 - $81,500.00
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
performance bonuses
Merit increases
Company bonuses

Job Description

Vanguard is a leading investment management company recognized globally for its client-first approach and commitment to helping investors achieve long-term financial success. Established with the mission to take a stand for all investors, treat them fairly, and give them the best chance for investment success, Vanguard has earned a reputation as a trustworthy and reliable partner in the financial industry. The company offers a wide range of investment services, products, and solutions designed to meet the diverse needs of its clients, from those making their first investment to seasoned retirees.

This role is within Vanguard's Client Service Excelle... Show More

Job Requirements

  • Hold active FINRA Series 7 license
  • hold active FINRA Series 63 license
  • perform all work duties from within Georgia
  • 3+ years of client-facing experience
  • strong interpersonal skills
  • regulatory registration compliance
  • desire for long-term career in client service
  • no visa sponsorship available

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
  • learner’s attitude and appetite for continuous knowledge building
  • desire for stability and long-term client service career

Job Duties

  • Partner with clients via inbound phone calls to assist with financial inquiries
  • lead with empathy and an owner’s mindset to solve problems
  • help uncover client needs
  • provide timely and accurate solutions
  • collaborate with internal departments on strategic initiatives
  • continuously improve the client and crew experience

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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