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 supports the firm’s mission to serve investors by assisting clients through major financial life events. This is a fully remote role (must be located in Georgia) that requires active FINRA Series 7 and Series 63 licenses and includes base salary plus performance-based and milestone bonuses. The position emphasizes delivering exceptional client experiences and long-term career stability.

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Required Skills

Client Service
Phone Support
CRM
Problem Solving
Collaboration
Communication
Regulatory Knowledge
Empathy

Qualifications

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

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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