Remote Client Service Excellence Associate

The Vanguard Group, Inc.; New Hampshire; Hybrid; USD 71,000 - 82,000; Full time

Benefits offered by this job

Licensing bonus

Remote work from New Hampshire

Milestone bonuses

Job summary

Vanguard Group in New Hampshire seeks a Client Service Excellence Center Associate to assist clients via inbound phone calls, resolving account-related issues and advising on financial inquiries. The role emphasizes empathy, ownership, and delivering accurate solutions.

Must hold Series 7 and 63 licenses; remote work is offered from New Hampshire with a strong focus on client service and long-term career growth within a distributed team.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Strong sense of ownership for client outcomes—taking initiative and accountability.
• Willingness to learn and expand knowledge.
• High school, associate degree, or bachelor's degree.
• Series 7 and Series 63 licensing/registration required (FINRA/state).

Responsibilities

• Engage with clients via inbound phone calls to assist with a wide range of financial inquiries.
• Lead with empathy and an owner’s mindset to solve problems and provide timely solutions.
• Collaborate with internal departments to continuously improve the client experience.

Skills

Customer service

Inbound phone experience

CRM skills

Ownership mindset

Learner attitude

Education

High school

Associate degree

Bachelor's degree

Job description

Vanguard Group in New Hampshire seeks a Client Service Excellence Center Associate to assist clients via inbound phone calls, resolving account-related issues and advising on financial inquiries. The role emphasizes empathy, ownership, and delivering accurate solutions.

Must hold Series 7 and 63 licenses; remote work is offered from New Hampshire with a strong focus on client service and long-term career growth within a distributed team.