Client Representative, Senior Associate

Our Group(2 months ago)

HybridFull TimeSenior$66,500 - $77,500Brokerage & Investments Center of Excellence

About this role

A Client Representative, Senior Associate at Vanguard serves as a trusted resource for clients navigating advanced brokerage and investment needs, focusing on delivering a high-quality client experience. The role supports client education and helps investors use Vanguard’s brokerage platform while enabling professional growth in financial services.

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Required Skills

Client Services
Brokerage Products
Margin Trading
Options Trading
Fixed Income
Phone Support
Communication
Regulatory Knowledge
Problem Solving
Cross-Functional Collaboration

+1 more

Qualifications

Undergraduate Degree
FINRA SIE
FINRA Series 7
FINRA Series 63
Full Jurisdiction Registration (US)

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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