Remote Client Service Excellence Specialist (FINRA S7/63)

Vanguard Group; New Orleans, Baton Rouge (LA, LA); Remote; USD 71.000 - 82.000; Vollzeit

Zusammenfassung

Vanguard is seeking a Client Service Excellence Center associate in Louisiana to help clients with account-related needs over inbound calls. This fully remote role requires FINRA Series 7 and 63 licenses and supports clients through life's moments, from home buying to retirement planning.

The role offers total compensation of $70,500 to $81,500 in the first year, with base salary $62k–$72k plus bonuses, plus a $20k licensing bonus.

Qualifikationen

• 3+ years of customer-facing and/or inbound phone experience.
• Strong ownership and accountability in client outcomes.
• Desire to learn and grow in financial services.

Aufgaben

• Handle inbound calls to assist with account-related needs.
• Demonstrate empathy and provide timely, accurate solutions.
• Collaborate with internal teams to improve the client and crew experience.

Kenntnisse

CRM experience

Client service

Ownership mindset

Learner attitude

Ausbildung

High school diploma, associate degree, or bachelor's degree

Jobbeschreibung

Vanguard is seeking a Client Service Excellence Center associate in Louisiana to help clients with account-related needs over inbound calls. This fully remote role requires FINRA Series 7 and 63 licenses and supports clients through life's moments, from home buying to retirement planning.

The role offers total compensation of $70,500 to $81,500 in the first year, with base salary $62k–$72k plus bonuses, plus a $20k licensing bonus.