[Remote] Extended Hours Client Representative
Note: The job is a remote job and is open to candidates in USA. Vanguard is committed to serving its clients with a client-first mentality. As an Advice & Wealth Management Extended Hours Client Representative, you will assist clients during non-traditional business hours through phone and chat channels, helping them navigate their investing journey with tailored solutions.
Responsibilities
- Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions
- Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment 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
Skills
- The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
- Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard
- Undergraduate degree or equivalent experience required
- Commitment to delivering exceptional client service and excellent communications skills (both written and verbal)
- Learning agility to navigate continuously evolving desktop applications and technology-based advice offers
- Interest in financial planning, investment advice, and wealth management (preferred but not required)
Benefits
- Opportunities for annual partnership bonus after your first year
- Merit increases
- One-time bonus upon obtaining the required licensing
- $20,000 licensing bonus
- Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63
- Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
- Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next
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