Client Support Representative

2 days ago


Scottsdale, Arizona, United States Vanguard Full time

**About the Role**

We are seeking a talented and ambitious individual to join our team as a Client Support Representative - Financial Planning. As an Investment Client Care Service Rep, you will play a critical role in helping our financial advisors meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.

Estimated Salary: $58,000 - $70,000 per year

Key Responsibilities:

  • 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.
  • 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.

What We Offer:**

  • Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • A competitive salary and bonus structure.


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