Remote Client Service Excellence Specialist

The Vanguard Group, Inc.; Miami, Tampa (FL, FL); Remote; USD 71,000 - 82,000; Full time

Benefits offered by this job

Licensing bonus

Performance bonuses

Remote work in Florida

Job summary

The Vanguard Group is seeking a motivated Client Service professional to support clients via inbound calls, addressing account-related needs and delivering exceptional service. You will operate remotely from Florida, with emphasis on accuracy and empathy.

Licensing (Series 7 & 63) is required, with strong growth opportunities and performance-based rewards. Base salary will be complemented by licensing bonuses, annual bonuses, and long-term incentives as part of a comprehensive compensation

Qualifications

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

Responsibilities

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

Skills

Customer service

Inbound calls

CRM experience

Education

High school diploma

Associate degree

Bachelor's degree

Tools

CRM software

Job description

The Vanguard Group is seeking a motivated Client Service professional to support clients via inbound calls, addressing account-related needs and delivering exceptional service. You will operate remotely from Florida, with emphasis on accuracy and empathy.

Licensing (Series 7 & 63) is required, with strong growth opportunities and performance-based rewards. Base salary will be complemented by licensing bonuses, annual bonuses, and long-term incentives as part of a comprehensive compensation