Remote Client Service Excellence Associate (FINRA Licensed)

Vanguard; Concord (NH); Remote; USD 62,000 - 72,000; Full time

Benefits offered by this job

Licensing bonus

Milestone rewards

Job summary

Vanguard is hiring a Client Service Excellence Center associate to assist clients via inbound calls, guiding them through account-related needs with a client-first mindset. You will be part of a crew-focused culture, delivering exceptional service and building long-term relationships.

The role requires FINRA Series 7 and 63 licenses. It offers remote work within New Hampshire, with licensing bonuses and milestone rewards to recognize commitment and performance.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Owns client outcomes—takes initiative and accountability.
• Learner's attitude and desire to build knowledge continuously.
• Requires High school, Associate, or Bachelor's degree.
• Series 7 and Series 63 regulatory licenses are required.
• Desire for stability and long-term career in client service.

Responsibilities

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

Skills

Customer-facing

Inbound phone

CRM experience

Education

High school/Associate/Bachelor

Job description

Vanguard is hiring a Client Service Excellence Center associate to assist clients via inbound calls, guiding them through account-related needs with a client-first mindset. You will be part of a crew-focused culture, delivering exceptional service and building long-term relationships.

The role requires FINRA Series 7 and 63 licenses. It offers remote work within New Hampshire, with licensing bonuses and milestone rewards to recognize commitment and performance.