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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 leading investment management company renowned for its client-first mentality and steadfast mission to take a stand for all investors, treat them fairly, and give them the best chance for investment success. Established with the vision to democratize investing and empower individuals to achieve their financial goals, Vanguard has grown to be a trusted partner for millions of investors worldwide. Known for its low-cost investment options, strong ethical principles, and commitment to transparency, Vanguard operates globally, offering a broad range of mutual funds, ETFs, brokerage services, and retirement solutions.
The company values its employees, referred to a... Show More
The company values its employees, referred to a... Show More
Job Requirements
- High school diploma, associate degree, or bachelor's degree
- Minimum 3 years of customer-facing and/or inbound phone experience
- Strong client relationship management skills
- SIE exam must be obtained before start date
- Series 7 and 63 licenses as required by compliance
- Ability to work remotely within the state of Wisconsin
- Willingness to develop expertise and grow career in client service
- Must be fully registered in all US states and territories as applicable
- No visa sponsorship offered
Job Qualifications
- High school diploma, associate degree, or bachelor's degree
- 3+ years of customer-facing and/or inbound phone experience
- Strong interpersonal and client relationship management skills
- Desire to continuously build knowledge
- Demonstrated ownership for client outcomes
- Ability to take initiative and accountability
- SIE exam certification
- Series 7 and 63 regulatory licenses and registrations as required
Job Duties
- Partner with clients via inbound phone calls to assist with financial inquiries
- Lead with empathy to solve problems and uncover client needs
- Provide timely and accurate solutions to clients
- Collaborate with internal departments to improve client and crew experience
- Maintain exceptional client experiences through proactive service
- Manage account maintenance and issue resolution
- Support strategic initiatives for continuous improvement
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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