Remote Client Service Pro (Series 7/63)

Vanguard Group; Des Moines (IA); À distance; USD 71 000 - 82 000; Plein temps

Avantages offerts par ce poste

Licensing bonus $20,000

Milestone rewards

Résumé du poste

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account-related needs. This fully remote role requires licenses Series 7 and 63 and is performed from within Iowa.

Base salary range plus bonuses and licensing incentive are provided, with a total first-year compensation between $70,500 and $81,500 plus licensing bonus of $20,000. Responsibilities include resolving inquiries, maintaining strong client relationships, and

Qualifications

• 3+ years of customer-facing or inbound phone experience.
• Series 7 and Series 63 licenses required.
• Ability to build client relationships and trust.
• Strong ownership, initiative, and accountability.
• Bachelor's degree or higher.

Responsabilités

• Handle inbound client calls to address a wide range of financial inquiries.
• Demonstrate empathy and ownership to resolve issues and meet client needs.
• Collaborate with internal teams to improve the client experience.

Connaissances

Customer-facing experience

CRM skills

Interpersonal skills

Empathy

Ownership mindset

Communication skills

Formation

High school diploma or higher

Outils

CRM software

Description du poste

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account-related needs. This fully remote role requires licenses Series 7 and 63 and is performed from within Iowa.

Base salary range plus bonuses and licensing incentive are provided, with a total first-year compensation between $70,500 and $81,500 plus licensing bonus of $20,000. Responsibilities include resolving inquiries, maintaining strong client relationships, and