Advice Client Service Representative

Job description

Job Description: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel , while build ing your financial acumen. At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is $76,000-$82,000 ($64,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. How you’ll make a difference: Answer inbound calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and advised clients, that may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, reba...