Remote FINRA-Licensed Client Service Specialist
The Vanguard Group
- Remote job
The Vanguard Group is seeking a Client Service Excellence Center associate to support Vanguard clients through inbound calls, helping with account-related needs from homes in Ohio. The role emphasizes empathy, ownership, and precise, timely responses to inquiries. Candidates should have FINRA Series 7 and 63 licenses, 3+ years of customer-facing experience, and a commitment to long-term client service. The position is fully remote but within Ohio, with licensing and compliance requirements #J-18808-Ljbffr The Vanguard Group
- 慨正橡扯 is seeking a Client Service Excellence Center associate to provide exceptional client experiences. This fully remote position requires active FINRA Series 7 and Series 63 licenses. You will assist clients through phone calls, addressing account needs and providing...Remote job
$70.5k - $81.5k
...for this role. Have your FINRA Series 7 and 63 and a passion... ...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$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 completing your... ...This role will be fully remote. It is a condition of the role...Remote work$35 - $50 per hour
...Licensed Esthetician – West Valley City, UT Last updated... ...design, a... Recovery Specialist – Steps Recovery... ...Social Worker (Full-time / Remote) Survivor Healthcare... ...primary care and social services. Licensed Therapist (... ...their growth. Client Advisor – Insurance Sales...Remote workHourly payFull timePart timeImmediate start- Northwestern Mutual is looking for a Licensed Customer Service Representative to join their team in Tampa, FL. This role emphasizes delivering exceptional service to clients and Financial Representatives while handling inquiries and transactions in a call center environment...Remote jobFlexible hours
$70.5k - $81.5k
About this Job Have your FINRA Series 7 and 63 and a passion... ...serving others? Join our client‑first team as a Client Service Excellence Center... ...Series 7 and 63 regulatory licenses (or a pathway to obtain them... ...Model This role is fully remote and must be performed from...Remote work$21.77 per hour
...Client Services Representative This role is part of the Client Services Operations organization and supports the day-to-day servicing needs... ...NMIS guidelines and requires fingerprinting. Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range...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 jobWork from home
$21.77 - $32.66 per hour
Northwestern Mutual in Denver is looking for a Licensed Customer Service Rep to support a range of investment-related inquiries. This remote position involves delivering high-quality client service through accurate transactions and effective communication. Ideal candidates...Remote jobHourly payFlexible hours$63k - $70k
...Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and high... ...) Preferred Qualifications FINRA licenses (Series 7 and/or 66 strongly preferred... ...-office collaboration MondayThursday Remote flexibility on Fridays Remote consideration...Remote workFull timeTemporary workWork at officeImmediate startFlexible hours$40k - $70k
## Licensed Client Service AdministratorApplylocations: OH - Columbus: Remote-Ohiotime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ-47192**Summary**... ...process. Fingerprints will be required as part of FINRA registration process for submission to the...Remote workWork at office- ...America is seeking an Account Associate - Commercial Lines to support day-to-day administrative tasks and client service. This remote role requires active licensing and remote work across the Southeastern US, with location primarily in Florida. You will handle...Remote jobWork at office
$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- Vanguard is seeking a Client Service Excellence Center Associate to support clients remotely. Inbound calls, account maintenance, and issue resolution are core responsibilities... ...achieve their financial goals. A Series 7/63 license is required within 14 days of start. #J-18808-...Remote jobWork from home
- ...AgentQualifications: Insurance sales and service, current Texas P&C license, pleasant disposition, good... ...Type: 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 home
$70.5k - $81.5k
Vanguard is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account-related needs from a remote Florida setting. The role requires FINRA Series 7 and 63 licenses and offers a clear path to contribute to our client-first...Remote job- ...Development Job Description The Licensed Sales Producer at Kirk... ...with personal lines clients and for growing the book of business... ...record of efficiently working remotely full time. Qualifications:... ...new client relationships and servicing existing clients. Possess...Remote workFull timeWork experience placement
- ...Pre-License Support Specialist As a Pre-License Support Specialist, you will be using excellent decision... ...global provider of digital business services. We partner with the world's most... ...good in our communities and for our clients. Benefits of working with TP include...Remote workOngoing contractWork from homeShift 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
- ...supports a growing financial services organization by delivering structured... .... Comprehensive training and licensing support are provided. Key... ...to work independently in a remote environment Willingness to... ...Path Advancement into senior specialist, leadership, or training roles...Remote workFlexible hours
- ...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 jobFull timePart timeWork from homeFlexible hours
$60.5k - $67.5k
...us redefine what exceptional client service looks like? Join our team of... ...upon obtaining the required licensing. We also believe in recognizing... ...Model: This role will be fully remote. Although this position is... ...license and/or registration (e.g. FINRA, state, SFC). These will be...Remote work- Vanguard is seeking a Client Service Excellence Center associate to help clients with their... ...phone. This role requires active FINRA Series 7 and 63 licenses, along with strong customer service... ...of experience. The position is fully remote but limited to individuals working...Remote job
- ...Investments in Carmel, IN is hiring a Financial Services Representative to support customers on... ..., transfers, withdrawals, and to help clients prepare for trades. You'll split time... ...will receive paid training to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66),...Remote jobWork from home
- ...Globe Life is hiring for a fully remote role based in the United... ...coverage options, and guide clients through enrollment while maintaining... ...ideal candidate has client service or sales experience, strong... ...their families. Training and licensing support are provided, with...Remote work
- Gallagher is seeking a remote Client Service Specialist to join our growing small business division and deliver exceptional service to a select group... ...coaching. Ideal candidates hold a Property and Casualty license, have 1+ years of client service/insurance experience,...Remote job
- MCI is seeking licensed insurance agents to join their team. This remote position involves providing full life-cycle customer service and sales, helping customers understand their coverage options and select suitable products. Essential duties include handling contacts...Remote job
- Fidelity Investments is seeking a Financial Services Representative in St. Louis, Missouri. In this role, you will have the opportunity... ...support our customers while working on obtaining your financial licenses. You will spend four days working from home and one day per...Remote jobWork experience placementWork from home1 day per week
- 慨正橡扯 is seeking a Client Service Excellence Center associate in Oklahoma City. In this fully remote position, you will assist clients through inbound calls and address their... ...bonuses for those obtaining necessary licensing. Candidates with strong interpersonal skills...Remote job
$90k - $110k
...Surety Client Manager The Surety Client Manager supports Producers... ...and Experience: P&C licensed Minimum 3 years of... ...and highly effective customer service capabilities Ability to handle... ...hybrid" style, with a mix of remote, in-person and in-office interactions...Remote workFull timeTemporary workWork experience placementWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
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