20 Best vanguard jobs in Malvern, PA (Hiring Now!)

Client Service Excellence Representative
Vanguard —Malvern, PA
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). Client Service Excellence Representatives connect with…
$48,750 - $63,000 a year
21h
Compliance Director, Sales & Client Engagement Compliance
Vanguard —Malvern, PA
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Advises on regulatory risks, business operations and implements required…
Estimated: $153K - $194K a year
Technical Product Owner, Workplace Services SRE
Vanguard —Wayne, PA
The GTO Workplace Site Reliability Engineering team is seeking a Technical Product Owner to define and execute reliability engineering strategy, work with a…
Estimated: $119K - $151K a year
Lead Intelligence Analyst
Vanguard —Malvern, PA
Leads the processes, tools and measures to monitor and detect compromises, risks, vulnerabilities, network security threats, tools and tactics used by modern…
Estimated: $89.9K - $114K a year
Director, Fixed Income, Product Owner (Financial Advisor Services Division)
Vanguard —Malvern, PA
Ensures alignment and synchronization of major go-to-market efforts spanning advertising, client events, conferences, PR, internal & external-use content,…
Estimated: $152K - $192K a year
IVY League Essay Coach (Remote)
Vanguard College Prep —Philadelphia, PA
A degree in a communication-based field (English, Language Arts, Journalism, Creative Writing, Publishing, Anthropology, Public Policy, etc.).
$18 - $22 an hour
Quick Apply
7d
Graphic Technology Sales Representative
Vanguard ID Systems —Downingtown, PA
Identify and develop new business opportunities. Understand customer needs and provide solutions utilizing our graphic technology products.
$40,000 - $100,000 a year
Quick Apply
IVY League College Counselor (Remote)
Vanguard College Prep —Philadelphia, PA
A degree in a communication-based field (English, Language Arts, Journalism, Creative Writing, Publishing, Anthropology, Public Policy, etc.).
$18 - $22 an hour
Quick Apply
7d
MarTech/ Creative Technology Specialist
Vanguard —Malvern, PA
Education: Bachelor’s degree in Project Management, Business Administration, or a related field. Platform Management: Lead the design, implementation with our…
Estimated: $86.9K - $110K a year
Head of TA Operations
Vanguard —Malvern, PA
Lead and develop a team of strong operational leaders responsible for delivering outcomes for clients and internal partners centered on quality, risk, value,…
Estimated: $140K - $178K a year
MarTech/ Creative Technology Leader
Vanguard —Malvern, PA
Bachelor’s degree in, Computer Science, Information Technology, or a related field. Develop and implement strategies that utilize these tools to maximize speed…
Estimated: $117K - $149K a year
Head of Enterprise Data & Model Governance
Vanguard —Malvern, PA
Oversees the development, implementation, and maintenance of data & model governance program tools and templates, and ensures data integrity and availability.
Estimated: $140K - $177K a year
Program Manager Platform Strategist
Vanguard —Malvern, PA
Maintains an appropriate level of technical and business knowledge to support program implementation. Market, Regulatory, and Competitive Analysis: Conduct…
Estimated: $115K - $145K a year
Lead Performance Analyst
Vanguard —Malvern, PA
We work closely with portfolio managers as well as client facing groups to explain the performance of the portfolios and what the drivers are inclusive of…
Estimated: $94.4K - $120K a year
14d
Institutional Investor Group Risk Advisor
Vanguard —Malvern, PA
Uses industry best practice knowledge to design effective controls and makes recommendations for developing new risk management strategies for the business.
Estimated: $102K - $129K a year
Senior Director, Enterprise Compliance
Vanguard —Malvern, PA
Provide guidance and training to develop crew, set performance standards, review performance, and make informed compensation decisions in accordance with all…
Estimated: $158K - $200K a year
Senior SRE DevOps Engineer
Vanguard —Wayne, PA
Modernizing the environments tools and technologies to support the IT strategic goals of continuous delivery and cloud migration.
Estimated: $122K - $154K a year
Senior FP&A Analyst
Vanguard —Malvern, PA
Analysis may include: pricing clients, new products and services; cost-benefit analysis using the discounted cash flow method (or other appropriate methods) to…
Estimated: $85.8K - $109K a year
Chief Cloud Security Architect (Identity and Access Management)
Vanguard —Malvern, PA
Monitor implementation activity to ensure architecture and design principles are upheld. Communicate complex technical concepts effectively to a broad group of…
Estimated: $143K - $181K a year
Senior Investment Analyst - Manager Due Diligence
Vanguard —Malvern, PA
Utilizes manager evaluation tools and databases, and provides recommendations on new tools when appropriate. You will analyze and monitor investment performance…
Estimated: $107K - $136K a year

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Client Service Excellence Representative

Vanguard - Malvern, PA

Apply Now

Job Details

$48,750 - $63,000 a year 21 hours ago

Benefits

Paid training

Qualifications

Customer service
Mid-level
Working with high schoolers
3 years
Series 7
Bachelor's degree
Client services
Securities Industry Essentials
Customer relationship management
Associate's degree
Series 63

Full Job Description

Client Service Excellence Representatives connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience.

About this Job:

Work Model: This role will be remote once you complete our required hybrid licensing and training program.

Location: This role is only open to individuals living within a 50-mile radius of our Malvern, PA (19355) location.

At Vanguard, we have a client-first mentality that we realize 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.”

In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of “crew” as a Client Service Excellence Representative.

At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $56,000 - $63,000 ($48,750 -$55,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) upon achieving performance standards plus up to a $12,500 bonus within the first few months of hire upon obtaining the required licensing.

Responsibilities:

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:

Respond to a wide range of inquiries from our Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement.
Maintain strong performance metrics.
Increase functional expertise through direct upskilling and training programs.
Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions.

What it takes:

You do not 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 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).
A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service.
A learner’s attitude and an appetite to continuously build your financial 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.

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 at Vanguard. Our training and development program is designed with “crew” in mind. We will provide you with:

Fully paid training and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held.
Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field.
Coaching by leaders to help you excel in this role.
Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients.
Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

Apply Now

vanguard jobs in Malvern, PA

Client Service Excellence Representative

Compliance Director, Sales & Client Engagement Compliance

Technical Product Owner, Workplace Services SRE

Lead Intelligence Analyst

Director, Fixed Income, Product Owner (Financial Advisor Services Division)

IVY League Essay Coach (Remote)

Graphic Technology Sales Representative

IVY League College Counselor (Remote)

MarTech/ Creative Technology Specialist

Head of TA Operations

MarTech/ Creative Technology Leader

Head of Enterprise Data & Model Governance

Program Manager Platform Strategist

Lead Performance Analyst

Institutional Investor Group Risk Advisor

Senior Director, Enterprise Compliance

Senior SRE DevOps Engineer

Senior FP&A Analyst

Chief Cloud Security Architect (Identity and Access Management)

Senior Investment Analyst - Manager Due Diligence

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How we will help:

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