Remote Client Service Excellence Associate (Series 7/63)

Vanguard Group; Tennessee; Hybrid; USD 71,000 - 82,000; Full time

Job summary

Vanguard Group, a leading investment management company, is seeking a Client Service Excellence Center associate to handle inbound client calls, resolve account-related inquiries, and deliver outstanding service from Tennessee.

The role emphasizes empathy, ownership, and collaboration across departments to continuously improve the client experience and support investors through major life moments.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Strong ownership for client outcomes and accountability.
• Willingness to learn and grow within client service.

Responsibilities

• Handle inbound calls to assist with account-related inquiries and issues.
• Demonstrate empathy and ownership to resolve client needs and provide accurate solutions.
• Collaborate with internal teams to enhance the client and crew experience.

Skills

Customer service (inbound)

Ownership mindset

Willingness to learn

CRM skills

Education

High school diploma

Associate degree

Bachelor's degree

Tools

CRM software

Job description

Vanguard Group, a leading investment management company, is seeking a Client Service Excellence Center associate to handle inbound client calls, resolve account-related inquiries, and deliver outstanding service from Tennessee.

The role emphasizes empathy, ownership, and collaboration across departments to continuously improve the client experience and support investors through major life moments.