Remote FINRA-Licensed Client Service Specialist

Vanguard Group; Madison (WI); Remote; USD 62,000 - 72,000; Full time

Job summary

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account needs. You will work to deliver exceptional service, uncover client needs, and resolve issues with empathy and ownership.

The role emphasizes licensing readiness (Series 7 & 63), remote work within Wisconsin, and a pathway to milestone incentives and performance bonuses as part of overall compensation.

Qualifications

• 3+ years of customer-facing or inbound phone experience.
• Ownership mindset with accountability for outcomes.
• Willingness to continually learn and grow in client service.
• High school, associate or bachelor degree required.
• Series 7 and 63 licensing requirements or registration.

Responsibilities

• Handle inbound client calls to address account inquiries and issues.
• Demonstrate empathy and ownership, uncover client needs, and provide timely solutions.
• Collaborate with internal teams to improve the client and crew experience.

Skills

Customer service

CRM skills

Ownership mindset

Interpersonal skills

Willingness to learn

Education

High school diploma

Associate degree

Bachelor's degree

Tools

CRM software

Job description

Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account needs. You will work to deliver exceptional service, uncover client needs, and resolve issues with empathy and ownership.

The role emphasizes licensing readiness (Series 7 & 63), remote work within Wisconsin, and a pathway to milestone incentives and performance bonuses as part of overall compensation.