Talent.com
Client Service Excellence Representative

Client Service Excellence Representative

VanguardCharlotte, NC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Client Service Excellence Representative

In this role, you will connect 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. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team.

At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. 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 plus up to a $12,500 bonus within the first few months of hire upon obtaining the required licensing.

Responsibilities

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will :

  • Respond to a wide range of inquiries from our Personal Investor clients from financial inquiries like onboarding new clients to supporting them through their retirement.
  • Maintain strong performance metrics.
  • Increase functional expertise through direct upskilling and training programs.
  • Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions.

What It Takes

You do not have to be a financial expert to be an advocate for our clients!

This role at its core has one main goal : to create and maintain exceptional client experiences.

We welcome, and encourage, individuals from all backgrounds the most important things you need are strong client service experience and a desire to continuously grow your expertise. We have seen most success from individuals with :

  • 3+ years of customer-facing and / or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM).
  • A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service.
  • A learner's attitude and an appetite to continuously build your financial knowledge.
  • High school, associate degree, or bachelor's degree.
  • This job requires a Series 7 and 63 regulatory license and / or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

    • 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 at Vanguard. Our training and development program is designed with "crew" in mind. We will provide you with :

  • 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. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held.
  • 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.

    • Special Factors

    Please note new hires may need to be full jurisdiction registered in all US states and territories.

    Vanguard is not offering visa sponsorship for this position.

    serp_jobs.job_alerts.create_a_job

    Client Service Representative • Charlotte, NC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Outside Sales Representative

    Outside Sales Representative

    SPECTRUMKannapolis, NC, US
    serp_jobs.job_card.full_time
    This role requires the ability to work lawfully in the U.Connect people and communities by offering best-in-class telecommunication services through door-to-door solicitation of new prospective cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Service Representative

    Customer Service Representative

    Robert HalfClover, SC, US
    serp_jobs.job_card.temporary
    We are looking for a dedicated Customer Service Representative to join our team in Fort Mill, South Carolina.This is a long-term contract position where you will play a vital role in delivering out...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Service Specialist - Commercial Lines

    Client Service Specialist - Commercial Lines

    Relation Insurance ServicesCharlotte, NC, US
    serp_jobs.job_card.full_time
    Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Lead Customer Service Representative, Full or Part Time

    Lead Customer Service Representative, Full or Part Time

    Circle KMatthews, NC, US
    serp_jobs.job_card.part_time
    Lead Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Coordinator- w / Trades Background

    Client Services Coordinator- w / Trades Background

    Lakeside Project Solutions LLCDenver, NC, US
    serp_jobs.job_card.full_time
    Client Services Coordinator - Trades Background Preferred.Would you like to be part of a high growth company, recognized for more than 5 years as one of Charlotte's "Fast 50"? Are you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Senior Relationship Associate

    Private Client Senior Relationship Associate

    Brown AdvisoryCharlotte, NC, US
    serp_jobs.job_card.full_time
    Private Client Service provides highly customized and comprehensive service and solutions to our clients.As a key member of this team the Senior Relationship Associate engages directly with clients...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Client Account Manager

    Senior Client Account Manager

    First AmericanFort Mill, SC, US
    serp_jobs.job_card.full_time
    ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry.ServiceMac is focused on providing superior technology, products, and service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Builder Client Representative

    Builder Client Representative

    Anticimex CarolinasMatthews, NC, US
    serp_jobs.job_card.full_time
    Essential Duties and Responsibilities.Manage a large volume of customer communications through incoming calls, emails and online. Create location accounts for new starts and complete location and bi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - South Park, Charlotte, NC

    Client Relationship Consultant 2 (Banker) - South Park, Charlotte, NC

    U.S. BancorpCharlotte, NC, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Service Senior Manager - 210605688

    Client Service Senior Manager - 210605688

    ChaseCharlotte, NC, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Alterations Customer Service Representative

    Alterations Customer Service Representative

    David's BridalPineville, NC, US
    serp_jobs.job_card.full_time
    Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply. At David's Bridal, we empower our customers and our employee...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Client Services Representative

    Client Services Representative

    Roomaven LLCCharlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Client Services Representative (CSR) will be responsible for processing orders diligently, timely, and accurately; as well as scheduling all incoming orders, both internal and external.CSR love...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Board Certified Behavioral Analyst

    Board Certified Behavioral Analyst

    Action Behavior CentersMooresville, NC, United States
    serp_jobs.job_card.full_time
    APPLICATIONS ARE REVIEWED DAILY.YOU CAN EXPECT A RESPONSE WITHIN 24 HOURS.Our Patients : An intentional focus on small caseloads with a compassionate care approach. Our Culture : ABC Core Values are m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Guest Service Representative

    Guest Service Representative

    Hilton Garden Inn Charlotte / Mooresville, NCMooresville, NC, US
    serp_jobs.job_card.full_time
    Kana Hotel Group's mission is to be one of the most admired and service quality driven hotel companies in the industry.We will accomplish our goal by creating an atmosphere of friendly emp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Entry Level Sales Representative

    Entry Level Sales Representative

    American Income LifeCatawba, NC, US
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Patient Service Representative PRN

    Patient Service Representative PRN

    Tenet HealthcareFort Mill, SC, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Customer Service Representative

    Lead Customer Service Representative

    Circle KGastonia, NC, US
    serp_jobs.job_card.full_time
    Lead Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONALHarrisburg, NC, US
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30