Advice Client Service Representative

Advice Support Representative

At Vanguard, we have a client-first mentality that we live and breathe 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." As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen.

How you'll make a difference :

• Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients.
• Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience : onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs.
• Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients' service needs.
• Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
• Participate in special projects and perform other duties as assigned.

Advance your skill set and your career

The Advice Support Representative role is a great launching point for individuals looking to start a career in advice. In this role, you will work alongside Vanguard's financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios. Potential applicants will have strong written and verbal communication skills, a desire to learn about Vanguard's investment and advice methodology, and the desire to interact with clients and internal business partners.

What it takes

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 professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with :

Special Factors : You should be aware this will designate you as an Advisor Access Person and carries with it certain responsibilities and restrictions. Reference the Code of Ethics Policy for further details.

Vanguard is not offering visa sponsorship for this position.