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SIE, Series 7 & 63 Licensed Client RepresentativeVirtualVocations • Alton, Texas, United States
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SIE, Series 7 & 63 Licensed Client Representative

SIE, Series 7 & 63 Licensed Client Representative

VirtualVocations • Alton, Texas, United States
9 days ago
Job type
  • Part-time
Job description
To support clients during non-traditional business hours, the part-time Extended Hours Client Representative will manage inbound calls and chats, providing tailored solutions and fostering trust while working remotely. Key responsibilities Answer inbound calls and chats to meet the service and trading needs of clients, resolving complex situations through research and analysis Educate clients on Vanguard's products and services to enhance their experience and fulfill investment needs Maintain knowledge of Vanguard's funds, services, and market factors, participating in special projects as assigned Required qualifications Active SIE, Series 7, and Series 63 licenses Undergraduate degree or equivalent experience Commitment to exceptional client service Interest in financial planning and wealth management (preferred but not required) Learning agility to navigate evolving desktop applications and technology-based advice offers
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SIE, Series 7 & 63 Licensed Client Representative • Alton, Texas, United States

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