Client Service Excellence Representative

Charlotte

Friday, 24 April 2026

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel fully supported when they call into Vanguard. As a Client Service Excellence Center associate, you will:Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and an owners mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and crew experience. What it takes:You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:3 years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. A strong sense of ownership for client outcomestaking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. A learner's attitude and an appetite to continuously build your knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. A desire for stability and takes pride in building a long-term career in client service.

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