Remote Client Service Excellence Specialist

Vanguard Group; Salt Lake City (UT); Remote; USD 71,000 - 82,000; Full time

Job summary

Vanguard Group seeks a Client Service Excellence Center associate to support clients via inbound calls and handle account needs. This fully remote role operates from Utah and requires FINRA Series 7 and 63 licenses.

Expect to help clients, resolve issues, and collaborate across teams to drive investor success. The position offers a licensing bonus of $20,000 and a first-year compensation range of $70,500–$81,500, with bonuses for performance.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Strong ownership for client outcomes and accountability.
• Learner's attitude with appetite to grow knowledge.
• High school, associate degree, or bachelor's degree.
• Series 7 and 63 regulatory licenses required.

Responsibilities

• Partner with clients via inbound calls to assist with financial inquiries and account maintenance.
• Lead with empathy to identify client needs and provide timely, accurate solutions.
• Collaborate with internal teams to improve the client and crew experience.

Skills

Customer service

Inbound calls

CRM knowledge

Ownership mindset

Lifelong learner

FINRA Series 7/63 licenses

Education

High school diploma / associate / bachelor's degree

Job description

Vanguard Group seeks a Client Service Excellence Center associate to support clients via inbound calls and handle account needs. This fully remote role operates from Utah and requires FINRA Series 7 and 63 licenses.

Expect to help clients, resolve issues, and collaborate across teams to drive investor success. The position offers a licensing bonus of $20,000 and a first-year compensation range of $70,500–$81,500, with bonuses for performance.