Client Experience Specialist — Remote Licensing Path

Vanguard Group; Charlotte (NC); Hybrid; USD 56,000 - 63,000; Full time

Job summary

Vanguard seeks a Client Service Excellence Representative to connect with Personal Investor clients by inbound calls, guiding them through account questions and onboarding. This role requires a Series 7 and 63 license and offers a comprehensive training program with hybrid licensing.

After completing training, the position may be remote, with a compensation range of $56,000–$63,000 plus bonuses. The ideal candidate has strong client service experience, a desire for stability, and a commitment to

Qualifications

• 3 years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM).
• Desire for stability and longevity in a role.
• Learner’s attitude and an appetite to continuously build your financial knowledge.
• High school, associate degree, or bachelor’s degree.
• Series 7 and 63 regulatory license and/or registration may be required by Compliance.

Responsibilities

• Respond to inbound client inquiries via phone and assist with account-related questions.
• Maintain strong performance metrics.
• Increase functional expertise through upskilling and training programs.
• Lead with compassion and provide timely, accurate solutions to client needs.

Skills

Customer service

Inbound phone experience

CRM

Client relationship management

Learning mindset

Financial knowledge

Education

High school diploma

Associate degree

Bachelor's degree

Job description

Vanguard seeks a Client Service Excellence Representative to connect with Personal Investor clients by inbound calls, guiding them through account questions and onboarding. This role requires a Series 7 and 63 license and offers a comprehensive training program with hybrid licensing.

After completing training, the position may be remote, with a compensation range of $56,000–$63,000 plus bonuses. The ideal candidate has strong client service experience, a desire for stability, and a commitment to