Remote Client Service Specialist - FINRA Licensed
The Vanguard Group
- Remote job
The Vanguard Group is seeking a Client Service Excellence Center associate to connect with clients via inbound phone calls and assist with their account needs. This fully remote role, based in Utah, requires strong client service experience, ownership of client outcomes, and valid Series 7 and 63 licenses. The ideal candidate should possess excellent interpersonal skills and a desire to grow expertise, helping ensure clients feel fully supported throughout their investment journeys. #J-18808-Ljbffr The Vanguard Group
$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$60.5k - $67.5k
...Overview Have your FINRA Series 7 and 63 and a passion for serving... ...Join our team of “crew” as a Client Service Excellence Center associate!... ..., you’ll receive a $20,000 licensing bonus for bringing your active... ...Model: This role will be fully remote. Although this position is...Remote work- TEKsystems is hiring a Client Service Specialist for a contract-to-hire opportunity. This position involves providing customer support and handling... ...owners. Candidates must possess a Property & Casualty license and experience in customer service. Key tasks include assisting...Remote jobContract work
- ...through a standardized engagement process. No previous experience in financial services is necessary as comprehensive training and licensing support will be provided. The position offers remote work, flexible scheduling, and clear advancement opportunities based on...Remote jobFlexible hours
$30.99k - $71.5k
...to the company's success. This FINRA licensed position may be eligible for remote work in select geographic... ...This role reports into the Internal Services Group (ISG) within the PNC Investment... ...available to PNC Wealth Management's clients and provides a service experience...Remote workFull timeTemporary workPart timeWork experience placementWork at officeWork from home- ...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
- ...Client Experience Specialist (Licensed) - US Based Remote United States (Remote) Job Description 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...Remote workContract workTemporary workRelocationShift 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- Corporation Service Company is seeking a Client Service Representative in Tallahassee, Florida. This full-time role involves providing exceptional customer... ...Sharing, annual leave, and the potential for hybrid or remote work. Join a dynamic team and contribute to excellent...Remote jobFull time
- ...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
- ...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
- ...A leading home insurance provider is seeking a Bilingual Licensed Customer Service Agent to deliver fast, accurate support to homeowners. You will manage high-volume interactions across phone, chat, and email. Responsibilities include educating policyholders on coverage...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
- ...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
- ...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
- ...A growing financial services organization is looking for professionals... ...financial education and guide clients through an engagement process.... ...to obtain required state licensing. The position offers performance-based compensation, remote work flexibility, and opportunities...Remote work
$17.55 - $20 per hour
...Overview Pay: $17.55 - $20.00 per hour Remote Licensed Insurance Customer Service & Sales Specialist Full-Time | $17.55–$20.00/hr + Monthly Bonuses | 1... ...inbound calls per day from policyholders and potential clients. Provide support with billing, claims, policy...Remote workHourly payFull timeWork from homeMonday to FridayFlexible hoursShift workWeekday work- ...opportunity to utilize superior client service skills and work one-on-one... ...to add a Client Service Specialist to our team! The ideal candidate... ...Texas Life Insurance License or Series 65 preferred Responsibilities... ...and profit sharing Hybrid-remote work from home Summer...Remote workSummer workWork at officeWork from homeMonday to FridayFlexible hours
$43k - $46k
...Licensed Customer Service Representative (CSR) Join the team at American Collectors Insurance, where... ...be done in-office, hybrid or fully remote from anywhere in the continental US.... ...insurance service role, a passion for client interaction, strong problem-solving skills...Remote workWork at officeMonday to FridayFlexible hours$21.77 per hour
...Role Summary This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial... ...experience using common software applications. Series 63 – FINRA, Series 6 – FINRA, SIE – FINRA. Compensation Range: Pay Range...Remote work- Soteria Reinsurance Ltd. in Troy, MI is seeking a Financial Services Representative to help customers with inquiries and account management... ...role offers comprehensive training for obtaining necessary FINRA licenses and focuses on your growth and career development. You will...Remote jobWork from home
$24.04 - $25 per hour
...right place. The Role: As a licensed Customer Care Specialist on LOOP's Support team you'll be joining a group of mission-driven, service and insurance professionals. You'll be... ...~ Ability to work independently and remotely ~ Excellent computer and software skills...Remote workHourly payFull timeFlexible hoursWeekend workAfternoon shift$50k - $52k
...states, handling policies, payments, and coverage questions while delivering fast, empathetic service in a high-volume environment. Active P&C license required. Kin is a remote-first employer with Kinfolk across 35+ states. The opportunity We’re looking for a Bilingual...Remote workTemporary workCurrently hiringMonday to FridayShift workRotating shift- Soteria Reinsurance Ltd. is hiring a Financial Services Representative in Orland Park, Illinois. This role involves supporting Fidelity... ...background or college degree is required; full training for FINRA licensing is provided. Employees will receive recognition for their...Remote jobWork from home
$50k - $52k
...coverage questions while delivering fast, empathetic service in a high-volume environment. Active P&C license required. Join a team that puts customers first... ...when they need help most. Founded in 2016, Kin is a remote-first employer with Kinfolk across more than 35 states...Remote workFull timeTemporary workCurrently hiringMonday to FridayShift workRotating shift$43k - $46k
...Licensed Customer Service Representative (CSR) Philadelphia Insurance Companies, a member of the Tokio... ...insurance service role, a passion for client interaction, strong problem-solving... ...Prior experience working on a hybrid/remote team Prior insurance sales experience...Remote workWork at officeMonday to FridayFlexible hours- CSC is seeking a Client Service Representative in Tallahassee, FL to join the Business Licensing team. This role focuses on providing exceptional support to clients, ensuring a seamless experience. You will build strong relationships and fulfill customer inquiries efficiently...Remote jobFlexible hours
$52k - $58k
The Vanguard Group is seeking a Client Service Excellence Center associate to provide exceptional... ...while residing in Utah. This fully remote role requires strong interpersonal skills... ...roles and will need Series 7 and 63 licenses. The base salary ranges from $52,000 to...Remote job$52k - $58k
The Vanguard Group is seeking a Client Service Excellence Center associate in Madison, Wisconsin. This fully remote position requires individuals with strong client service... ...with additional rewards for long-term service. Licensing and training will be provided by Vanguard....Remote job
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