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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $67,500.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
performance bonuses
Company bonuses
Career development opportunities
Remote work option
Job Description
Vanguard is a globally recognized investment management company dedicated to putting clients first through its mission to take a stand for all investors, treat them fairly, and give them the best chance for investment success. Renowned for its commitment to client-centered service, Vanguard operates a Client Service Excellence Center that plays a pivotal role in guiding investors through significant life events such as buying a first home or preparing for retirement. This Center acts as the frontline support, where associates engage directly with clients, assisting them with a wide variety of account-related needs through inbound phone calls. Joining Vanguard means... Show More
Job Requirements
- Pass Series Securities Industry Essentials (SIE) exam before start date
- perform work duties from within Tennessee
- eligible to work in the US without visa sponsorship
- ability to obtain Series 7 and 63 licenses based on role duties
- minimum 3 years relevant customer service or inbound phone experience
- high school diploma or higher
- strong interpersonal and problem-solving skills
- commitment to client-first service focus
Job Qualifications
- High school diploma, associate degree, or bachelor's degree
- strong client service experience
- 3+ years of customer-facing or inbound phone experience
- excellent interpersonal and CRM skills
- ability to take ownership and accountability
- desire to build long-term client service career
- good communication skills
- aptitude for learning and growing expertise
- regulatory licensing such as Series 7 and 63 or registration as required
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 timely solutions
- help uncover client needs and ensure trust in every interaction
- collaborate with internal departments to improve client and crew experiences
- assist clients with account maintenance and resolving issues
- participate in strategic initiatives to enhance service quality
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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