Client Service Excellence Representative - RS
$52,000–$67,500 year
Remote · Miami, Florida, United States or Tampa, Florida, United States
Job Summary
As a Client Service Excellence Representative, you will connect with clients via inbound phone calls, assisting with a wide range of financial inquiries, from account maintenance to issue resolution. The role requires strong client service experience, empathy, and accountability for client outcomes. Candidates should possess strong interpersonal skills, a commitment to quality client interactions, and a desire for continuous learning. Licensing, including the SIE, Series 7, and Series 63, is required.
Required Qualifications
- Licensing Requirement: The SIE is a mandatory requirement of the job.
- This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC).
- High school, associate degree, or bachelor's degree.
Desired Qualifications
- 3+ years of customer-facing and/or inbound phone experience
- Strong interpersonal and client relationship management (CRM) skills
- A learner's attitude and an appetite to continuously build your knowledge
- A strong sense of ownership for client outcomes
Additional Requirements
- Vanguard is not offering visa sponsorship for this position.
- New hires may need to be full jurisdiction registered in all US states and territories.
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