Client Service Specialist

3 days ago


Scottsdale, Arizona, United States Vanguard Full time

At Vanguard, we're looking for a Client Service Specialist to partner with our Financial Advisors in the onboarding and ongoing management of Personal Advisor client relationships. Our mission is to take a stand for all investors, treating them fairly and giving them the best chance for investment success.

This role is a great launching point for individuals looking to start a career in advice. As a Client Service Specialist, you'll work alongside our Financial Advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.

We offer fully paid training, coaching, and continuous support to help you pass the SIE and FINRA Series 7 & 63 exams. You'll also have 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.

We believe in creating a work environment that's inclusive, equitable, and diverse - one that enables our employees to thrive and bring their best selves to work every day on behalf of our clients.

The estimated salary for this role is $65,000-$85,000 per year, depending on location and experience.



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