Remote Client Service Excellence Associate

Vanguard; Madison (WI); Remoto; USD 71.000 - 82.000; Tempo pieno

Vantaggi offerti da questo lavoro

Licensing bonus

Milestone rewards at 3/5 years

Remote work within Wisconsin

Descrizione del lavoro

Vanguard is seeking a Client Service Excellence Center associate to support clients via inbound calls, guiding them through account-related issues with a service-first mindset. The role emphasizes empathy, ownership, and collaboration across departments, all while helping clients achieve financial milestones.

The position offers a fully remote work model within Wisconsin, with licensing requirements (Series 7 and 63) and a compensation package that includes base pay plus bonuses and licensing

Competenze

• 3+ years of customer-facing and/or inbound phone experience.
• Strong ownership mindset and accountability for client outcomes.
• Bachelor's degree or higher recommended; high school diploma accepted.

Mansioni

• Handle inbound client calls to assist with account-related inquiries.
• Identify client needs and provide timely, accurate solutions with empathy.
• Collaborate with internal departments to continuously improve the client and crew experience.

Conoscenze

Customer service

Inbound phone support

Empathy

Ownership mindset

CRM skills

Formazione

High school diploma or higher

Strumenti

CRM software

Descrizione del lavoro

Vanguard is seeking a Client Service Excellence Center associate to support clients via inbound calls, guiding them through account-related issues with a service-first mindset. The role emphasizes empathy, ownership, and collaboration across departments, all while helping clients achieve financial milestones.

The position offers a fully remote work model within Wisconsin, with licensing requirements (Series 7 and 63) and a compensation package that includes base pay plus bonuses and licensing