You're Viewing 1 Of 95,000+ Jobs On OysterLink
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $67,500.00
Work Schedule
Standard Hours
Benefits
performance-based bonuses
Merit increases
Company bonuses
Milestone rewards
fully remote work
training resources
Licensing exam voucher
Job Description
Vanguard is a leading investment management company renowned for its client-first mentality and commitment to empowering investors. Established with a mission to stand for all investors, treat them fairly, and provide them with the best chances for investment success, Vanguard has built a reputation for integrity, innovation, and exceptional service. The company focuses on the long-term financial well-being of its clients, striving to transform lives through top-tier products and services. With a global presence extending from Malvern to Melbourne, Vanguard continually evolves to meet the dynamic needs of investors in today's complex financial landscape.
This specific role is... Show More
This specific role is... Show More
Job Requirements
- Obtain Securities Industry Essentials (SIE) license before start date
- Work fully remotely from within the state of Utah
- Meet licensing requirements determined by Compliance
- Be willing to register in all US states and territories if required
- Have strong communication and problem-solving skills
- Maintain a learner’s attitude with continuous knowledge-building
- No visa sponsorship offered for this position
Job Qualifications
- High school, associate degree, or bachelor’s degree
- 3+ years of customer-facing and/or inbound phone experience
- Strong interpersonal and client relationship management skills
- Demonstrated ability to take initiative and accountability for client outcomes
- Desire for stability and building a long-term client service career
- Series 7 and 63 regulatory license and/or registration required
- Passion for helping others and continuity in professional growth
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 and provide solutions
- Identify and resolve client issues related to their accounts
- Collaborate with internal departments on strategic initiatives
- Help uncover client needs and ensure timely, accurate responses
- Maintain accurate client records and documentation
- Continuously improve client and crew experience through feedback and teamwork
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
Don't Stop At One Job - There's More
Create a free profile
We'll match you with best jobs
Get job offers faster
Search For More Opportunities:
More Jobs Like This:
View All