Client Excellence Specialist

1 week ago


Malvern, Pennsylvania, United States Vanguard Full time
Job Overview

Vanguard is a leading global investment management company committed to making success accessible to everyone. We're looking for a Client Excellence Specialist to join our team and help us deliver exceptional client experiences.

About the Role

This is a remote-based position that requires connecting 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. You will be responsible for:

  • Responding to a wide range of inquiries from Personal Investor clients
  • Maintaining strong performance metrics
  • Increasing functional expertise through direct upskilling and training programs
  • Leading with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions
What We Offer

We offer a comprehensive benefits package designed to support your personal and professional growth. Key highlights include:

  • A fully paid training and incentivized hybrid licensing program focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63
  • Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field
  • Coaching by leaders to help you excel in this role
  • Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients
  • Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion
Requirements

To succeed in this role, you'll need:

  • 3+ years of customer-facing and/or in-bound phone experience demonstrated by strong interpersonal and client relationship management (CRM) skills
  • A desire for stability and longevity in a role, not intended as a stepping-stone for advancement into other roles
  • A learners attitude and appetite to continuously build your financial knowledge
  • High school, associate degree, or bachelors degree
  • A Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC)
Compensation

The 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). Upon achieving performance standards, you may also be eligible for a bonus within the first few months of hire upon obtaining the required licensing.



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