Remote Client Service Excellence Specialist

Vanguard Group, Inc.; Scottsdale (AZ); Hybrid; USD 60,500 - 67,500; Full time

Job summary

Vanguard Group, Inc. is seeking a Client Service Excellence Representative to support Personal Investor clients via inbound calls and provide expert guidance through the onboarding and retirement process.

The role rewards strong customer service with ongoing training and licensing support. After completing a required hybrid licensing program, the position offers a blended work model and a compensation package designed to reflect performance and tenure, including licensing bonuses and merit

Qualifications

• 3 years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM).
• A desire for stability and longevity in a role; this is not a stepping-stone position.
• Willingness to continuously grow financial knowledge.

Responsibilities

• Respond to a wide range of inquiries from Personal Investor clients – from onboarding to retirement support.
• Maintain strong performance metrics.
• Increase functional expertise through upskilling and training programs.
• Lead with compassion and a problem-solving mindset to uncover client needs and provide timely solutions.

Skills

Customer-facing experience

Inbound phone support

CRM

Series 7 license

Series 63 license

Education

High school diploma or higher

Bachelor's degree

Job description

Vanguard Group, Inc. is seeking a Client Service Excellence Representative to support Personal Investor clients via inbound calls and provide expert guidance through the onboarding and retirement process.

The role rewards strong customer service with ongoing training and licensing support. After completing a required hybrid licensing program, the position offers a blended work model and a compensation package designed to reflect performance and tenure, including licensing bonuses and merit