Client Service Excellence Representative (FINRA Licensed)
Our Group(21 days ago)
About this role
A Client Service Excellence Center associate at Vanguard helps advance the firm’s mission to serve investors by supporting clients through major financial life events. The role focuses on delivering high-quality, client-centered service through remote inbound interactions. It requires active FINRA Series 7 and Series 63 licenses and must be performed from within the state of Florida.
Required Skills
- Client Service
- Phone Support
- CRM
- Communication
- Empathy
- Problem Solving
- Compliance
- Licensing
Qualifications
- High School Diploma
- Associate Degree
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
- SIE
About Our Group
vanguardjobs.comNew 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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