Remote FINRA-Licensed Client Service Specialist
$70.5k - $81.5kVanguard
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 through inbound calls, provide solutions to their needs, and work collaboratively with internal departments. Compensation ranges from $70,500 to $81,500 per year, along with various bonuses and rewards for tenure. Ideal candidates are proactive, accountable, and dedicated to client service excellence. #J-18808-Ljbffr
- ...lifecycle processes, the full-time Florida Licensed Client Success Specialist will manage open enrollment,... ...accurate outcomes for clients in a remote environment. Key responsibilities Deliver... ...in a brokerage, carrier, or client service role Must obtain and maintain all...Remote workFull timeWork at office
$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... ..., you'll receive a $20,000 licensing bonus for bringing your active... ...Model: This role will be fully remote. Although this position is designated...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!... ...addition, you'll receive a $20,000 licensing bonus for bringing your... ...Model: This role will be fully remote. Although this position is...Remote work- ...AO Globe Life is hiring for a fully remote Work From Home position. This entry-level role offers complete training and support for licensing in Life & Health Insurance, requiring no prior experience. Applicants should possess strong communication skills and a reliable...Remote workWork from home
- ...in Maryland and surrounding areas, the part-time Maryland Licensed Client Specialist will manage non-licensed administrative tasks, ensure compliance... ...among agents, clients, and third parties in a fully remote setting. Key responsibilities: Perform non-licensed administrative...Remote workPart time
- ...California Licensed Client Experience Specialist, this full-time remote position involves managing non-licensed aspects of real estate transactions to ensure a seamless experience for agents and clients. Key Responsibilities Manage non-licensed administrative tasks for...Remote workFull time
- ...The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create... ...and skillful hands. This position is 100% remote and will support various markets, primarily...Remote workContract workTemporary work
$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate in Nashville... ...inquiries. Candidates should possess active FINRA Series 7 and 63 licenses and have over 3 years of customer-... ...experience. The role offers full remote flexibility within Tennessee with a...Remote job- ...The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create... ...skillful hands. This position is 100% remote and will support various markets,...Remote workContract workTemporary workRelocation
$70.5k - $81.5k
The Vanguard Group is seeking a Client Service Excellence Center associate to provide exceptional customer service... ...from their Columbus, Ohio location. This fully remote position requires active FINRA Series 7 and 63 licenses, along with at least 3 years of customer-facing...Remote job- ...while offering the highest quality insurance products and services to our clients. Job Summary: This will be a work from home position that will... ...plans based on clients' needs Life and Health Insurance License (will assist with obtaining one) *Average first year income...Remote workFull timePart timeWork from homeFlexible hours
- ...Delivering exceptional customer service remotely, the full-time Pennsylvania Licensed Customer Service Representative will manage inbound and outbound calls, assist with customer accounts, and provide technical support while working from home. Key responsibilities Manage...Remote workFull timeWork from home
$40k - $60k
...Job Description Job Description Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual... ...security awareness Compensation Remote (Exceptional): $40,000 – $60,000... ...) 681-6900 & email ****@*****.*** and cc service@zapatawealth.com...Remote workWork at office- ...Vanguard is seeking a Client Service Excellence Center associate. This fully remote role requires active Series 7 and Series 63 licenses. You will engage with clients to address their financial inquiries, ensuring a strong relationship through empathy and detailed assistance...Remote work
- ...Account Executives and Brokers on assigned accounts, the part-time hourly Illinois Licensed Account Specialist will manage key processes in the commercial risk business, ensuring timely client deliverables and effective communication with internal and outsourced partners...Remote workHourly payPart timeWork at officeWork from home
- ...Pets Best Insurance Services, LLC is looking for a P&C Licensed Customer Care Representative to provide excellent service to policyholders in a remote capacity. You will be responsible for supporting clients with their insurance queries and ensuring compliance with regulations...Remote work
- ...Pets Best Insurance Services, LLC is looking for a P&C Licensed Customer Care Representative. This remote role in the USA involves providing excellent customer service to policyholders and managing inquiries related to coverage and claims. Candidates should have at least...Remote work
$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- ...J. Gallagher & Co. (AJG) is seeking a Personal Lines Client Service Manager to join their remote team. In this role, you will be responsible for delivering... ...'s degree and a Property and Casualty insurance license, along with excellent communication skills. Key benefits...Remote workFlexible hours
- ...Pets Best Insurance Services, LLC is seeking a P&C Licensed Customer Care Representative to provide excellent support to policyholders and third-party sources. This remote position requires strong customer service skills and a valid P&C license. The role involves answering...Remote work
$59k - $64k
...Partners, Inc is seeking a Fund Services team member to provide accurate services to funds and clients. Responsibilities include... ...skills and must obtain a FINRA Series 6 license. The salary ranges from $59,... ...incentive plan. This position is remote but requires U.S....Remote work- ...Pets Best Insurance Services, LLC is looking for a P&C Licensed Customer Care Representative to provide exceptional support to policyholders, third-party referrals, and veterinary clinics in a remote setting. The representative will manage inbound inquiries regarding policy...Remote work
- ...Independence Pet Holdings is searching for a Senior Customer Service Representative to join their remote team. The role involves providing exceptional support... ...claims. Candidates must possess a Property & Casualty license and have at least 2 years of customer service...Remote work
- ...Qualifications: Insurance Sales and Service, current Texas P&C license, pleasant disposition, good... ...Commission + Bonus. Negotiable. Remote/Hybrid work is available for the right... ...insurability and quality of risk. • Enter client or prospect details in agency...Remote workWork from homeFlexible hours
- ...Pets Best Insurance Services, LLC is seeking a P&C Licensed Customer Care Representative to provide exceptional support to policyholders across the USA. This remote position involves handling inbound calls, online chats, and emails while assisting customers with claims...Remote work
- ...DescriptionJoin Our Team as a Bilingual, Spanish & English, Remote Experienced and Licensed Customer Service Representative!Within our Customer Response Center, the Bilingual Remote Customer Service Representative provides timely, accurate and responsive information and...Remote workFull timeCurrently hiringLocal areaWork from homeMonday to FridayShift workWeekend work
- ...A growing financial services organization is offering a remote role focused on delivering structured financial education. Ideal candidates will have strong... ...skills and a willingness to obtain state licensing, with no prior experience required. The position emphasizes...Remote workFlexible hours
- ...Arthur J. Gallagher & Co. (AJG) is seeking a Personal Lines Client Service Manager. This fully remote position focuses on providing personalized service to... ...experience and will be required to obtain a Producer’s license. Competitive benefits package includes medical, dental,...Remote workFlexible hours
- ...A growing financial services organization is seeking motivated professionals for a role... ...building and offers comprehensive training and licensing support. Ideal candidates must have... ...the ability to work independently in a remote environment. Advancement opportunities are...Remote work
- ...A pet insurance company is seeking a P&C Licensed Customer Care Representative to provide customer service support remotely. You will assist policyholders with claims, coverage explanations, and necessary policy changes. The ideal candidate will have 2+ years of experience...Remote work
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