Extended Hours Client Representative
$64k/y-$70k/y
Vanguard2 days ago
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RemoteFull-time
Summary
Vanguard is seeking an Extended Hours Client Representative to join their team in Charlotte, NC. The role involves serving clients through phone and chat channels during non-traditional business hours, ensuring a client-first approach.
About the Role
As an Extended Hours Client Representative, you will answer inbound calls and chats to meet the service and trading needs of clients during non-traditional business hours. Your responsibilities include resolving complex client situations, educating clients on Vanguard's offerings, and maintaining knowledge of current market factors. You will also participate in special projects and perform other duties as assigned.
About You
Required:
- 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.
- 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.
Preferred:
- Interest in financial planning, investment advice, and wealth management.
Benefits
- Base Salary Range for this role is $64k – $70k based on licenses held and relevant experience.
- Opportunities for annual partnership bonus after your first year and merit increases.
- Eligibility for overtime and a shift differential depending on shift schedule.
- One-time bonus upon obtaining the required licensing.
- $20,000 licensing bonus for bringing active SIE, Series 7 & Series 63 licenses into the role.
- Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
Vanguard
Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals. With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together. Community guidelines: vgi.vg/sgl1 *As of January 2025
Charlotte, NC