Client Service Excellence Representative (FINRA Licensed)

Our Group(1 month ago)

RemoteFull TimeMedior$52,000 - $58,000Client Services

About this role

A Client Service Excellence Center associate at Vanguard is part of the client-facing team that supports the firm's mission to improve investors' long-term financial wellbeing. The role sits within Vanguard’s remote client services organization and is focused on delivering exceptional experiences to clients. This position requires active FINRA Series 7 and Series 63 licenses and is performed remotely from within Utah.

View Original Listing

Required Skills

Client Service
Inbound Calls
CRM
Empathy
Problem Solving
Communication
Collaboration
Account Maintenance
Regulatory Compliance

Qualifications

High School Diploma
Associate Degree
Bachelor's Degree
Series 7
Series 63
SIE

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

View more jobs at Our Group →