Remote Client Service Excellence Associate (FINRA Licensed)

Vanguard; Des Moines (IA); Remoto; USD 71.000 - 82.000; Tempo pieno

Vantaggi offerti da questo lavoro

Licensing bonus

Milestone rewards

Remote work

Descrizione del lavoro

Vanguard is seeking a Remote Client Service Excellence Center associate in Iowa to assist clients via inbound calls, handling account-related inquiries with empathy and ownership. The role emphasizes delivering accurate solutions and collaborating with internal teams to enhance the client experience.

The position offers a licensing bonus of $20,000 and milestone rewards, with total first-year compensation between $70,500 and $81,500, plus base salary and performance-based bonuses.

Competenze

• 3+ years of customer-facing or inbound phone experience.
• Ownership for client outcomes with initiative and accountability.
• Willingness to continuously grow knowledge.
• Education includes HS diploma, Associate or Bachelor's degree.
• Regulatory licenses (Series 7 and 63) required or in process.

Mansioni

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

Conoscenze

Customer service experience

CRM skills

Empathy

Ownership mindset

Strong communication

Formazione

High school diploma

Associate degree

Bachelor's degree

Strumenti

CRM software

Inbound call tools

Descrizione del lavoro

Vanguard is seeking a Remote Client Service Excellence Center associate in Iowa to assist clients via inbound calls, handling account-related inquiries with empathy and ownership. The role emphasizes delivering accurate solutions and collaborating with internal teams to enhance the client experience.

The position offers a licensing bonus of $20,000 and milestone rewards, with total first-year compensation between $70,500 and $81,500, plus base salary and performance-based bonuses.