Remote Client Service Excellence Specialist

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

Benefits offered by this job

Licensing bonus $20,000

$10,000 milestone at 3-year

$20,000 milestone at 5-year

$20,000 every 5 years thereafter

Job summary

Vanguard Group is seeking a Client Service Excellence Center associate to support clients via inbound calls, helping with account-related needs and driving exceptional service. You will work from Kentucky while staying fully remote and maintain a client-first mindset in all interactions.

role requires Series 7 & 63 licensing, strong communication, and a passion for helping others. The company offers licensing bonuses and milestone rewards as part of a total compensation package.

Qualifications

• 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
• A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
• A learner's attitude and an appetite to continuously build your knowledge.
• High school, associate degree, or bachelor's degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.
• A desire for stability and takes pride in building a long‑term career in client service.

Responsibilities

• Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

Skills

Customer service

Inbound phone support

CRM

Ownership mindset

Continuous learning

Education

High school diploma

Associate degree

Bachelor's degree

Job description

Vanguard Group is seeking a Client Service Excellence Center associate to support clients via inbound calls, helping with account-related needs and driving exceptional service. You will work from Kentucky while staying fully remote and maintain a client-first mindset in all interactions.

role requires Series 7 & 63 licensing, strong communication, and a passion for helping others. The company offers licensing bonuses and milestone rewards as part of a total compensation package.