Extended Hours Client Representative at Vanguard

, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Oct, 26

Salary

70000.0

Posted On

18 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Financial Planning, Wealth Management, Investment Advice, Written Communication, Verbal Communication, Research, Analysis, Problem Solving, Learning Agility

Industry

Financial Services

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 & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours. Your support will take the complexity off their plate and instill trust as they navigate their investing journey. Base salary range for this role is $64,000 – $70,000 based on relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases). You may be eligible for overtime and a shift differential depending on shift schedule. As a fully licensed candidate, you will receive a one-time $20,000 licensing bonus for bringing your active SIE, Series 7, and Series 63 licenses into the role. Training hours are 8:30am – 5:00pm ET. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required. This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all your work duties from your approved home address/state. How you'll make a difference: Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions. Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products. Participate in special projects and perform other duties as assigned. What it takes: This job requires the SIE, Series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities. Undergraduate degree or equivalent experience required. Commitment to delivering exceptional client service and excellent communications skills (both written and verbal). Interest in financial planning, investment advice, and wealth management (preferred but not required). Learning agility to navigate continuously evolving desktop applications and technology-based advice offers. How we will help: Choosing the next step in your career path can be a difficult decision – we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with: Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients. Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners. Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next. When you join Vanguard, you become part of a crew united by a shared purpose and committed to doing the right thing for our clients. You'll be empowered to grow, supported by leaders invested in your success, and given the opportunity to make an impact from day one! Ready to join a mission-driven organization where your work matters? Apply now and start your Vanguard journey! Available Shift Options: To support our clients outside of traditional business hours, crew in this role may be assigned to one of the following schedules. All shifts are listed in Eastern Time (ET). Crew working in other time zones will adjust based on local time differences. Weekday Shifts (5 days/week) Monday – Friday, 6:00 PM – 2:30 AM ET (2nd Shift) Monday – Friday, 1:30 AM – 10:00 AM ET (3rd Shift) Weekend Compressed Shifts (4 days/week) Friday – Monday, 8:00 AM – 6:30 PM ET (Weekend Day Shift) Friday – Monday, 1:00 AM – 11:30 AM ET (Weekend 3rd Shift) *Shift assignments are determined based on business needs and will be discussed during the interview process. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Responsibilities

Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.