Client Service Excellence Representative (FINRA Licensed)

Our Group(1 month ago)

RemoteFull TimeMedior$60,500 - $67,500Client Services

About this role

A Client Service Excellence Center associate at Vanguard serves individual investors by handling inbound client calls and supporting account-related needs. The role supports Vanguard’s mission to treat investors fairly and improve their financial wellbeing while working remotely from Missouri. It offers structured compensation with base salary, performance bonuses, and significant licensing and tenure awards.

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Required Skills

Client Service
Phone Support
Interpersonal Skills
CRM
Problem Solving
Collaboration
Empathy
Regulatory Licensing

Qualifications

High School Diploma
Associate Degree
Bachelor's Degree
FINRA Series 7
FINRA Series 63
Securities Industry Essentials (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.

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