Client Service Excellence Representative (FINRA Licensed)

Our Group(1 month ago)

RemoteFull TimeMedior$60,500 - $67,500Customer Service

About this role

A Client Service Excellence Center associate at Vanguard supports clients by handling inbound phone inquiries and assisting with account-related needs. The role is mission-driven, focused on delivering exceptional client experiences and collaborating with internal teams to improve service. It is a fully remote position based in Iowa and requires active FINRA licensing.

View Original Listing

Required Skills

Client Service
Inbound Calls
Account Maintenance
Problem Solving
CRM
Phone Support
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.

View more jobs at Our Group →