Remote Client Service Excellence Specialist

Vanguard; United States; Remote; USD 71,000 - 82,000; Full time

Job summary

Vanguard in the United States is seeking a Client Service Associate who handles inbound calls to assist with account-related needs. This fully remote role requires performing all work from Kentucky and holding FINRA Series 7 and Series 63 licenses.

You will engage with clients with empathy, resolve issues, and collaborate with internal teams to improve the client experience. A high school diploma or higher is required, with 3+ years of customer-facing service.

Qualifications

• 3+ years of customer-facing and/or inbound phone experience.
• Must hold Series 7 and Series 63 licenses; licensing requirements per role.
• Holds a high school diploma or higher; strong interpersonal skills.

Responsibilities

• Handle inbound calls to assist clients with account-related needs.
• Demonstrate empathy and ownership to solve problems and identify client needs.
• Collaborate with internal departments to improve the client and crew experience.

Skills

Customer service

Inbound phone calls

CRM skills

Ownership mindset

Learner mindset

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

CRM software

Job description

Vanguard in the United States is seeking a Client Service Associate who handles inbound calls to assist with account-related needs. This fully remote role requires performing all work from Kentucky and holding FINRA Series 7 and Series 63 licenses.

You will engage with clients with empathy, resolve issues, and collaborate with internal teams to improve the client experience. A high school diploma or higher is required, with 3+ years of customer-facing service.