Remote Client Service Excellence Associate (FINRA 7/63)
Vanguard
Vanguard is seeking a Client Service Excellence Center associate to join their fully remote team in Georgia. This role requires strong customer service skills, problem-solving abilities, and a commitment to client satisfaction. Successful candidates will need to hold a Series 7 and Series 63 regulatory license. The position offers competitive compensation, including a licensing bonus and milestone rewards. Join Vanguard's commitment to providing excellent client service and potentially build a long-term career. #J-18808-Ljbffr
$70.5k - $81.5k
...Vanguard in Des Moines, Iowa is seeking a Client Service Associate to assist investors through financial inquiries and provide excellent client service. This fully remote role requires active FINRA Series 7 and 63 licenses. The ideal candidate will have over 3 years of...Remote work$20k
The Vanguard Group is hiring a Client Service Excellence Center associate in Miami, Florida. This fully remote role involves assisting clients with financial inquiries... ...of client service experience. Active FINRA Series 7 and 63 licenses are also required. The position...Remote job- ...information Ref # 22359 Remote? No The... ...Invest Trading and Client Service Representative is... ...registered with FINRA in all 50 states.... ...Process information associated with clients... ...undue risk. Provide excellent customer service... ...Knowledge: FINRA Series 7 & 63 or 66 licenses...Remote workWork at officeFlexible hoursShift work
$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate in Des Moines, Iowa. This remote role requires active FINRA Series 7 and Series 63 licenses. You will assist clients with financial inquiries through inbound phone calls and work to resolve their...Remote job$70.5k - $81.5k
...Vanguard is seeking a Client Service Excellence Center associate for a fully remote role based in Missouri. In this position, you will engage with clients... .... Successful applicants must hold active FINRA Series 7 and Series 63 licenses. Total compensation for your first...Remote work- ...Vanguard is seeking a Client Service Excellence Center associate to support clients through their account-related... ...via inbound calls. This fully remote role requires residing in Tennessee and holding active FINRA Series 7 and Series 63 licenses. The successful candidate...Remote work
$70.5k - $81.5k
...Client Service Excellence Center Associate Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center... ...Work Model: This role will be fully remote. Although this position is designated as fully...Remote work$21.77 per hour
...Summary This role is part of the Client Services Operations organization and... ...-related inquiries. Associates in this role handle phone-based... ...focus is on operational excellence, risk awareness, and providing... ...applications. Series 63 – FINRA, Series 6 – FINRA, SIE – FINRA...Remote work$70.5k - $81.5k
...Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-... ...Model: This role will be fully remote. Although this position is designated...Remote work$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate in Nashville, TN, to connect with... ...Candidates should possess active FINRA Series 7 and 63 licenses and have over 3 years of... ...experience. The role offers full remote flexibility within Tennessee with...Remote job$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate to provide exceptional customer service on financial inquiries... ...their Columbus, Ohio location. This fully remote position requires active FINRA Series 7 and 63 licenses, along with at least 3 years of...Remote job$60.5k - $67.5k
...Client Service Excellence Center Associate Are you ready to help us redefine what exceptional... ...: This role will be fully remote. Although this position is... ...job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be...Remote work$21.35 per hour
...remarkable experience for our clients by answering their questions, providing servicing options and helping them with their... ...demand. Qualifications Associates degree in business or related... ...requires fingerprinting. Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA...Remote workShift work- ...Client Service Associate Hilltop Securities is currently looking... ...Inc., a member of the FINRA and SIPC, is a wholly... ...growing and provide remote, scalable and compliant... ...by obtaining Series 7 and 63 a plus. ~1 to 2... ...Microsoft Office Word, Excel, PowerPoint, and Outlook...Remote workCurrently hiringWork at office
$60.5k - $67.5k
The Vanguard Group is hiring a Client Service Excellence Center associate to provide excellent client support through... ...inbound phone calls. This fully remote role requires 3+ years of customer-... ...is required along with Series 7 and 63 licensing. Training resources will...Remote job$50k - $70k
Hennion & Walsh, Inc. is seeking a Registered Client Service Associate in Parsippany, NJ. This role requires Series 7 and 63 licenses and offers a competitive salary range of $50,000-$70,000 per year. Ideal candidates will possess strong client service and organizational...$70.5k - $81.5k
...Vanguard is seeking a Client Service Excellence Center Associate to support clients with their financial inquiries. This fully remote position requires active FINRA Series 7 and Series 63 licenses, along with significant customer-facing experience. You will assist clients...Remote work$33.28k - $85k
...SUMMARY Registered Service Associates perform... ...solutions that support clients’ needs including secure... ...Mobile including remote deposit capture features... ...• Active Series 7 (GS) and Series 6... ...(AG/RA) or Series 63 (AG) and Series 6... ...of integrity and excellence. Consequently, our...Remote workTemporary workWork at officeHome officeNight shift- The Vanguard Group is seeking a Client Service Excellence Center associate to join their remote team in Nashville, TN. In this role, you will assist clients with their financial inquiries through inbound phone calls while embodying a client-first mentality. Candidates should...Remote job
- The Vanguard Group in Scottsdale, AZ is seeking a Client Service Excellence Center associate. In this remote role, you will connect with clients through inbound calls, addressing their financial inquiries and resolving issues. Candidates should have over 3 years of customer...Remote job
- The Vanguard Group in Charlotte is seeking a Client Service Excellence Center associate to provide exceptional client service. You will support clients through... ...a commitment to long-term client relationships. This remote role, available to those within a 50-mile radius of...Remote job
$55k - $68k
Service Associates cover the front desk and perform operational... ...that support clients’ needs including... ...Mobile including remote deposit capture features... ...to obtain Series 7 (GS), Series 9... ...(AG/RA) or Series 63 (AG) and Series 6... ...a standard of excellence and guided by our...Remote workFull timeTemporary workWork at officeLocal areaHome officeNight shift- ...Advice Center (NAC) Service Specialist II... ...working with the clients, advisors, and leadership... .../sales. ~ FINRA Series 6 and 63 ~ State Health... ...and Life, Series 7 and Series 66 or... ...partners remotely and/or over the phone... ...and commitment to excellence in service and follow...Remote workFull timeH1bWork at officeWork from homeFlexible hours
- Ally Financial Inc. is seeking a Trading and Client Service Representative to provide exceptional customer service for Ally Invest accounts... ...Services industry, and must be knowledgeable about FINRA Series 7 & 63 licenses. The position is full-time, located in North Carolina...Full time
$50k - $70k
Licensed Client Service Associate (Series 7 Required) Parsippany, NJ At Hennion & Walsh, a Licensed Client... ...who already hold Series 7 and Series 63 licenses, are motivated to grow their... ...responsibilities and take initiative. Excellent organizational and time‑management...Work at office$50k - $70k
Registered Client Service Associate (Series 7 Required) Parsippany, NJ At Hennion & Walsh, a Licensed Client... ...has their Series 7 and Series 63 licenses and is looking to advance their... ...responsibilities and take initiative. Excellent organizational and time‑management skills...Work at officeImmediate start$36.7k - $68.2k
...Finra-Licensed Registered Representative... ...delivering software, services, and solutions to global... ...quality support to clients through our contact... .... This is an excellent opportunity for professionals... ...Series 6 or Series 7 license required... ...Environment Remote position within the...Remote workFull timeContract workHome officeMonday to FridayFlexible hoursShift work$50 - $63 per unit
...Remote Sales Appointment Setter – Experienced Only | $50–$63 per Appointment | Weekly Pay plus Please do not apply unless... ...and is not suitable for customer service reps or telemarketers without... ...confidence handling objections; excellent communication skills Must reside...Remote workWeekly payFull timeWork from homeHome officeFlexible hours$65k - $75k
...Registered Client Service Associate Boutique wealth management practice Austin, TX... ...meeting materials and support Excel-based portfolio work Coordinate with remote administrative and marketing support... ...preferred ~ Series 7 required; 65/66 preferred ~...Remote workWork at office- ...Securities is a rapidly growing, full-service investment bank and... ...providing our advisors and their clients with exceptional service and... ...of proven success Series 7 (6) and 63 licenses are required Self-starter... ...Employer Location: Remote (work from home/own office)....Remote workWork at officeWork from home
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