Advice Client Service Representative

Our Group(2 months ago)

HybridFull TimeJunior$67,405 - $89,612 (estimated)Advice / Client Services

About this role

An Advice Support Representative at Vanguard works within the firm’s advice organization to support Vanguard’s mission of serving investors and promoting long-term financial wellbeing. This entry-level role is a launching point for a career in financial advice, offering structured training and development. The position includes sponsored licensing support and exposure to Vanguard’s investment and advice methodology.

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Required Skills

Communication
Client Service
Financial Acumen
Trading
Portfolio Management
Research
Problem Solving
Time Management
Analytical Skills
Technology Agility

Qualifications

SIE
Undergraduate Degree or Equivalent
Series 7
Series 63

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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