Remote Client Service Excellence Specialist

Vanguard Group; Oklahoma City (OK); Remote; USD 71,000 - 82,000; Full time

Job summary

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and support clients through various account needs. The role emphasizes a client-first approach, empathy, and a proactive ownership mindset.

Successful candidates will hold active FINRA Series 7 and 63 licenses, have strong customer service experience, and be motivated to grow their expertise in a fully remote role based in Oklahoma.

Qualifications

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

Responsibilities

• Handle inbound client calls to address account-related inquiries and issues.
• Empathize with clients and provide timely, accurate solutions.
• Collaborate with internal teams to improve the client experience.

Skills

Customer service

Inbound calls

Ownership mindset

Lifelong learner

FINRA Series 7 & 63 licenses

Education

High school diploma or higher

Tools

CRM software

Job description

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and support clients through various account needs. The role emphasizes a client-first approach, empathy, and a proactive ownership mindset.

Successful candidates will hold active FINRA Series 7 and 63 licenses, have strong customer service experience, and be motivated to grow their expertise in a fully remote role based in Oklahoma.