Client Service Excellence Representative

We are seeking a Client Service Excellence Representative to join our team at Vanguard. In this role, you will assist clients via inbound phone calls, resolve issues, and provide timely and accurate solutions. This is a remote position with a required hybrid licensing and training program.

Requirements

• 3+ years of customer-facing and/or in-bound phone experience
• Strong interpersonal and client relationship management (CRM) skills
• High school, associate degree, or bachelor's degree
• Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC)

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Quarterly Performance-Based Bonuses
• Merit Increases
• Company Bonuses