Licensed Remote Client Service Excellence Associate

Vanguard Group; Iowa; Hybrid; USD 71,000 - 82,000; Full time

Benefits offered by this job

Licensing bonus

Milestone rewards

Remote role within Iowa

Job summary

Vanguard Group in Iowa is seeking a Client Service Excellence Center associate to connect with clients via inbound calls, helping with account-related needs and fostering trust. The role emphasizes empathy, ownership, and ongoing skill development within a distributed team.

Applicants must hold FINRA Series 7 and 63 licenses and have 3+ years in customer-facing roles. The position offers remote work within Iowa and a licensing bonus, with a broad total compensation package that includes

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Active FINRA Series 7 and Series 63 licenses are required.
• Strong ownership mindset with accountability and initiative.
• CRM experience and effective communication skills.

Responsibilities

• Handle inbound calls to assist clients with account-related needs.
• Demonstrate empathy and ownership to resolve issues and identify client needs.
• Collaborate with internal teams to improve the client and crew experience.

Skills

Customer service

Inbound phone

Ownership mindset

Empathy

Education

High school or college degree

Tools

CRM software

Job description

Vanguard Group in Iowa is seeking a Client Service Excellence Center associate to connect with clients via inbound calls, helping with account-related needs and fostering trust. The role emphasizes empathy, ownership, and ongoing skill development within a distributed team.

Applicants must hold FINRA Series 7 and 63 licenses and have 3+ years in customer-facing roles. The position offers remote work within Iowa and a licensing bonus, with a broad total compensation package that includes