Remote Client Service Excellence Associate - FINRA Series 7/63

Vanguard; Frankfort (KY); Remote; USD 71,000 - 82,000; Full time

Job summary

Vanguard is seeking a Client Service Excellence Center associate to help clients via inbound calls on account-related needs, delivering empathetic, accurate solutions and a strong sense of ownership.

This fully remote role must be performed from Kentucky. Active FINRA Series 7 and 63 licenses are required. First-year compensation ranges from $70,500 to $81,500, including base salary, bonuses, and a $20,000 licensing bonus. We promote growth, collaboration, and exceptional client experiences.

Qualifications

• 3+ years of customer-facing inbound phone experience.
• Ownership for client outcomes, proactive and trustworthy interactions.
• Series 7 and Series 63 licenses required.

Responsibilities

• Handle inbound calls to assist with account-related needs.
• Demonstrate empathy and ownership to resolve issues.
• Collaborate with internal teams to improve the client experience.

Skills

Customer service experience

Inbound phone support

Ownership and accountability

Willingness to learn

3+ years experience

Education

High school or higher education

Tools

CRM software

Job description

Vanguard is seeking a Client Service Excellence Center associate to help clients via inbound calls on account-related needs, delivering empathetic, accurate solutions and a strong sense of ownership.

This fully remote role must be performed from Kentucky. Active FINRA Series 7 and 63 licenses are required. First-year compensation ranges from $70,500 to $81,500, including base salary, bonuses, and a $20,000 licensing bonus. We promote growth, collaboration, and exceptional client experiences.