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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $67,500.00
Work Schedule
Standard Hours
Job Description
Vanguard is a globally recognized investment management company committed to putting clients first and championing their financial well-being. It is one of the world’s largest providers of mutual funds and other financial products, distinguished by its client-focused approach and dedication to delivering superior investment outcomes. The company’s mission is clear and impactful: to take a stand for all investors, treat them fairly, and give them the best chance for investment success. Through decades of expertise, Vanguard has built a reputation not only for financial innovation but also for a strong culture of integrity, service, and collaboration. Its work environment fosters... Show More
Job Requirements
- Passion for helping others
- Strong client service experience
- Desire to continuously grow expertise
- Mandatory SIE license obtained 14 days before start date
- Perform work duties within the state of Iowa
- Commitment to full remote work
- Ability to obtain Series 7 and 63 regulatory licenses
- No visa sponsorship provided
- Potential full jurisdictional registration in all US states and territories
Job Qualifications
- High school diploma, associate degree, or bachelor's degree
- 3+ years of customer-facing and/or inbound phone experience
- Demonstrated strong interpersonal and client relationship management skills
- Ability to take initiative and ownership of client outcomes
- Strong problem-solving and communication skills
- Desire for stability and long-term career growth in client service
- Willingness to obtain and maintain required regulatory licenses including Series 7 and 63
Job Duties
- Partner with clients via inbound phone calls to assist with a wide range of financial inquiries from account maintenance to identifying and resolving issues
- Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions
- Collaborate with internal departments through various strategic initiatives to continuously improve the client and crew experience
- Support clients through significant financial decisions and inquiries
- Ensure compliance with regulatory requirements and company policies
- Maintain accurate records of client interactions and account updates
- Participate in ongoing training and development to enhance client service skills
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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