Extended Hours Client Representative

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.

Requirements: Requires an undergraduate degree or equivalent experience and active SIE, Series 7, and Series 63 regulatory licenses. Candidates must be able to work overnight or weekend shifts and demonstrate exceptional communication skills.

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

Keywords: SIE, Series 7, Series 63, FINRA, Wealth Management, Investment Success, Client Representative, Financial Services, Trading, Remote Work, Non-traditional Hours, Vanguard Funds