Client Service Excellence Representative (FINRA Licensed)
Vanguard
About this role
A Client Service Excellence Center associate at Vanguard helps advance the firm’s mission to serve investors by supporting clients through major financial life events. The role focuses on delivering high-quality, client-centered service through remote inbound interactions. It requires active FINRA Series 7 and Series 63 licenses and must be performed from within the state of Florida.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
Recent company news
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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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