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Offer Specialist, Margin Loans

• Posted 10 hours ago • Updated 10 hours ago

Full Time

On-site

Fitment

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Job Details

Skills

Recruiting
Performance Management
Project Management
Preventive Maintenance
Information Assurance
Impact Analysis
Information Architecture
Relationship Management
Accountability
Mechanics
Real-time
Regulatory Compliance
Messaging
Partnership
Customer Experience
Workflow Management
Customer Relationship Management (CRM)
Customer Engagement
Training And Development
Training
Financial Services
Brokerage
Management
Decision-making
Attention To Detail
VBS
Customer Service
Communication
Positive Attitude
Relationship Building
Microsoft Excel
Microsoft
Finance
Collaboration

Summary

{"description": " Job Description:

The Product Specialist - Margin & Fully Paid Lending is responsible for delivering high quality, client centric support for Vanguard's margin lending and fully paid lending offerings. This role serves as a subject matter expert for these products, partnering closely with clients, Relationship Managers, and internal stakeholders to ensure accurate education, responsible usage, and a consistent client experience aligned with Vanguard's principles.

The Product Specialist manages ongoing client relationships, supports complex servicing needs, and acts as a trusted resource for both clients and internal partners.

Interested? Please join the hiring manager, Keenan Sochor on Friday April 17th at 1:30pm - EST for an overview of the position. The Teams meeting information is below.

Microsoft Teams meeting

Join:

Meeting ID: 212 800 190 365 927

Passcode: wA7vN9iA

Duties and Responsibilities

Client Servicing & Relationship Management

Serve as a dedicated point of contact for clients utilizing margin accounts and participating in Fully Paid Lending programs.
Manage a defined \"pseudo book of business,\" maintaining continuity and accountability for ongoing client needs.
Provide clients with direct contact information and maintain proactive, professional communication.
Address client inquiries and service requests with accuracy, timeliness, and sound judgment.

Product Expertise & Education

Develop and maintain deep expertise in margin lending and fully paid lending products, including mechanics, eligibility considerations, risks, and disclosures.
Clearly explain complex concepts in a factual, client-appropriate manner, ensuring clients understand product features and considerations.
Manage margin loan distributions, house call threshold calculations, and interest rate cost discussions in real time.
Support education-first conversations that align with Vanguard's guidance standards and compliance expectations.
Act as a resource for Relationship Managers by reinforcing consistent and compliant product messaging.

Internal Partnership

Work collaboratively with multiple Relationship Managers to support shared clients and coordinate service efforts.
Partner with internal teams to resolve complex servicing scenarios and escalate issues as appropriate.
Contribute to consistent and high-quality client experience across teams.

Time & Workflow Management

Effectively prioritize and manage multiple client relationships, service requests, and time-sensitive matters.
Balance proactive client engagement with reactive servicing needs.
Maintain strong organizational discipline while operating with a high degree of autonomy.

Continuous Learning & Development

Actively upskill on evolving product features, regulatory considerations, and internal processes.
Share knowledge with peers and partners to support broader team capability.
Demonstrate a \"student and teacher\" mindset-continuously improving personal expertise while helping others do the same.
Participates in special projects and performs other duties as assigned.

Qualifications

Undergraduate degree or equivalent combination of training and experience.
Minimum of three years' experience with financial services; brokerage operations experience preferred.
FINRA Series 7 and 63 licenses or ability to obtain within 3 months of hire.
Demonstrated ability to understand and communicate technical issues.
Strong organizational and time management skills. Ability to prioritize work to accommodate special situations and time sensitive matters.
Strong decision-making and attention to detail skills.
Demonstrated knowledge of VBS Credit and Margin processes or willingness to learn.
Customer service orientation with excellent interpersonal and communication (oral and written) skills; team player with positive attitude.
Strong relationship building skills.
Proficiency with Excel, Word, and other Microsoft applications.

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.", "salary_raw": null}

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90922487
Position Id: 24129892
Posted 10 hours ago

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