Client Service Excellence Representative

Client Service Excellence Representative

Work Model : This role will be remote once you complete our required hybrid licensing and training program. Location : This role is only open to individuals living within a 50-mile radius of our Charlotte, NC (28217) location.

At Vanguard, we have a client-first mentality that we realize every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team.

Total potential compensation range for your first full year in this role is $56,000 - $63,000 ($48,750 -$55,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing.

Responsibilities : We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will :

• Respond to a wide range of inquiries from our Personal Investor clients from financial inquiries like onboarding new clients to supporting them through their retirement.
• Maintain strong performance metrics.
• Increase functional expertise through direct upskilling and training programs.
• Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions.

What it takes : You do not have to be a financial expert to be an advocate for our clients! This role at its core has one main goal : to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds the most important things you need are strong client service experience and a desire to continuously grow your expertise. We have seen most success from individuals with :

How we will help : Choosing the next step in your career path can be a difficult decision we are here to support you to ensure you thrive at Vanguard. Our training and development program is designed with "crew" in mind. We will provide you with :

Special Factors : Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position.

About Vanguard : At Vanguard, we don't just have a missionwe're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work : Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.