Remote Client Service Excellence Associate

Vanguard Group; Atlanta (GA); Remoto; USD 62.000 - 72.000; Tempo pieno

Descrizione del lavoro

Vanguard Group is seeking a Client Service Excellence Center associate to connect with clients via inbound calls, assist with account-related needs, and deliver exceptional service from a fully remote setup within Georgia.

role emphasizes ownership, empathy, and a client-first mindset. You will work with cross-functional teams to resolve issues, while leveraging CRM tools and regulatory licenses (Series 7 and 63) to ensure compliance and client success.

Competenze

• 3+ years of customer-facing and/or inbound phone experience.
• Ownership mindset with accountability and proactive problem solving.
• Willingness to learn and grow within client services.

Mansioni

• Assist clients via inbound calls for account-related needs.
• Provide empathetic, timely, accurate solutions and guidance.
• Collaborate with internal departments to continually improve the client experience.

Conoscenze

Customer service

Inbound phone handling

CRM experience

Ownership mindset

Learning mindset

Formazione

High school diploma

Associate degree

Bachelor's degree

Strumenti

FINRA Series 7

FINRA Series 63

Descrizione del lavoro

Vanguard Group is seeking a Client Service Excellence Center associate to connect with clients via inbound calls, assist with account-related needs, and deliver exceptional service from a fully remote setup within Georgia.

role emphasizes ownership, empathy, and a client-first mindset. You will work with cross-functional teams to resolve issues, while leveraging CRM tools and regulatory licenses (Series 7 and 63) to ensure compliance and client success.