Talent.com
VirtualVocations
SIE, Series 7 & 63 Licensed Client RepresentativeVirtualVocations • Alton, Texas, United States
SIE, Series 7 & 63 Licensed Client Representative

SIE, Series 7 & 63 Licensed Client Representative

VirtualVocations • Alton, Texas, United States
21 hours 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
Create a job alert for this search

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

Similar jobs

Outside Sales Representative

Platinum Supplemental Insurance, Inc.Perezville, TX, US
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

Teller I

Lone Star National BancsharesMission, TX, United States
Full-time

Teller IThe Teller I is an enthusiastic, highly motivated self-starter with a strong work ethic who delivers exceptional quality customer service with a positive attitude.The Teller I accurately an... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesPharr, TX, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Commission-Based Insurance Sales Agent

Platinum Supplemental Insurance, Inc.Doffing, TX, US
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

Sales and Account Retention Representative (Bilingual Spanish)

Charter SpectrumPharr, TX, United States
Full-time

This role requires the ability to work lawfully in the U.Join Spectrum and unlock your potential with competitive pay starting at $18/hour, plus lucrative incentives that can bring top performers t... Show more

 • Promoted

Teller I (PT)

Lone Star National BancsharesPharr, TX, United States
Part-time

Teller I (PT)Pharr - 1st Floor - Pharr, TX 78577OverviewPosition Type:Part TimeDescriptionSUMMARYThe Teller I is an enthusiastic, highly motivated self-starter with a strong work ethic who delivers... Show more

 • Promoted

Leasing Consultant

Asset LivingPalmview, TX, US
Full-time +1

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ... Show more

Payne Mission Salesperson

Payne Mission Volkswagen MitsubishiMission, TX, United States
Full-time

Job Summary: We are looking for a dedicated Salesperson to join our team at Payne Mission.The Salesperson will play a key role in driving sales by understanding customer needs, showcasing our produ... Show more

 • Promoted

Sales and Customer Solutions Representative (Bilingual Spanish)

SpectrumPharr, TX, United States
Full-time

This role requires the ability to work lawfully in the U.Join Spectrum and unlock your potential with competitive pay starting at $18/hour, plus lucrative incentives that can bring top performers t... Show more

 • Promoted

Insurance Sales Representative – Uncapped Bonus Potential

Platinum Supplemental Insurance, Inc.Alton, TX, US
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Brownsville and McAllen, TX

JPMorgan ChaseMcallen, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Scheduling Representative

Universal Health ServicesMcallen, TX, United States
Full-time

Prominence Health is a value-based care organization bridging the gap between affiliated health systems and independent providers, building trust and collaboration between the two.Prominence Health... Show more

 • Promoted

B2B Sales Representative

Slice Merchant ServicesMcAllen, TX, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Customer Service Representative (Loan Consultant I)

Lendmark Financial Services, Inc.Mcallen, TX, United States
Full-time

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers.We value each customer and u... Show more

 • Promoted

Customer Service Representative - Onsite

Teleperformance USAPharr, TX, United States
Full-time

Category : Customer Service/SupportAbout TPTP is a global, digital business services company.We deliver the most advanced, digitally powered business services to help the world's best brands stream... Show more

 • Promoted

Outside Sales Representative – Remote Insurance

Platinum Supplemental Insurance, Inc.Mission, TX, US
Remote
Full-time

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Brownsville and McAllen, TX

ChaseMcallen, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Healthcare Customer Service Representative-Onsite

Teleperformance USAPharr, TX, United States
Full-time

Category :Customer Service/SupportAbout TPTP is a global, digital business services company.We deliver the most advanced, digitally powered business services to help the world's best brands streaml... Show more