Client Service Excellence Representative (FINRA Licensed)
Vanguard
About this role
A Client Service Excellence Center associate at Vanguard supports the firm’s mission to serve investors by assisting clients through major financial life events. This is a fully remote role (must be located in Georgia) that requires active FINRA Series 7 and Series 63 licenses and includes base salary plus performance-based and milestone bonuses. The position emphasizes delivering exceptional client experiences and long-term career stability.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
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About Vanguard
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vanguard.
Salary
$61k – $68k
per year
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