Licensed Remote Client Service Excellence Associate
Vanguard Group
Vanguard Group in Iowa is seeking a Client Service Excellence Center associate to connect with clients via inbound calls, helping with account-related needs and fostering trust. The role emphasizes empathy, ownership, and ongoing skill development within a distributed team.
Applicants must hold FINRA Series 7 and 63 licenses and have 3+ years in customer-facing roles. The position offers remote work within Iowa and a licensing bonus, with a broad total compensation package that includes
#J-18808-Ljbffr$70.5k - $81.5k
...Vanguard is seeking a Remote Client Service Excellence Center associate in Iowa to assist clients via inbound calls, handling account-related inquiries with... ...the client experience. The position offers a licensing bonus of $20,000 and milestone rewards, with total first...Remote work$70.5k - $81.5k
...others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard,... ...addition, you’ll receive a $20,000 licensing bonus for bringing your active SIE,... ...Model: This role will be fully remote. Although this position is designated...Remote workFull time- ...Vanguard is seeking a Client Service Excellence Center associate to support clients via inbound calls, guiding them through account... ...financial milestones. The position offers a fully remote work model within Wisconsin, with licensing requirements (Series 7 and 63) and a...Remote work
- ...team of advisors, the full-time Florida Licensed Client Service Associate will manage client communications,... ...assist with account activities in a remote environment. Key responsibilities Answer... ...Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications Organized...Remote workFull time
- ...Vanguard Group is seeking a Client Service Excellence Center associate to support clients via inbound calls, helping with account-related needs... ...must hold active FINRA Series 7 and Series 63 licenses. This fully remote role requires work from within Oklahoma, with a compensation...Remote work
- ...To support a team of advisors, the full-time remote Series 7 and 66 Licensed Client Service Associate will provide administrative assistance, manage client information... ...financial advisors Proficiency in Microsoft Word, Excel, PowerPoint, and CRM applications Series 7 and 66...Remote workFull time
$56k - $63k
...Vanguard seeks a Client Service Excellence Representative to connect with Personal Investor clients by... ...This role requires a Series 7 and 63 license and offers a comprehensive training program... ...training, the position may be remote, with a compensation range of $56,000–...Remote work$120k - $130k
...compassionate and skilled Licensed Clinical Social... ...In this full-time remote position, you will... ...mental health services to individuals... ...expertise will help clients navigate their challenges... ...disorders and the associated challenges that... ...dynamics. Excellent verbal...Remote workFull timeLocal areaImmediate startFlexible hours- ...Vanguard Group, Inc. is seeking a Client Service Excellence Representative to support Personal Investor clients via inbound calls and provide... ...rewards strong customer service with ongoing training and licensing support. After completing a required hybrid licensing program...Remote work
$70k - $85k
...dedicated and compassionate Licensed Clinical Social Worker... ...team in a full-time remote capacity, focusing on... ...interventions to clients facing major mental health... ...-centered health care services in medically... ...disorders, along with excellent crisis management abilities...Remote workFull timeWork at officeImmediate start- ...Vanguard Group seeks a Client Service Excellence Center associate to support clients via inbound calls and handle account needs. This fully remote role operates from Utah and requires FINRA Series 7 and 63 licenses. Expect to help clients, resolve issues, and collaborate...Remote work
- ...Vanguard Group is seeking a Client Service Excellence Center associate to handle inbound calls and assist clients with account needs... ...with empathy and ownership. The role emphasizes licensing readiness (Series 7 & 63), remote work within Wisconsin, and a pathway to...Remote work
$80k - $100k
...dedicated and empathetic Licensed Clinical Social Workers (... ...Pennsylvania. This is a full-time, remote position designed for... ...to provide exceptional, client-focused mental health services tailored to the diverse... ...sessions, enabling excellent client engagement and continuity...Remote workFull time$75k - $90k
...Harmony House Psychotherapy Services is actively seeking a... ...and compassionate Licensed Clinical Social Worker... ...the flexibility of remote work while focusing on... ...outpatient services to clients in need. The ideal candidate... ..., integrity, and excellence in service. Work Environment...Remote workFull timeLocal areaImmediate startRelocation package$56k - $63k
...This role will be remote once you complete... ...our required hybrid licensing and training... ...Vanguard, we have a client-first mentality that... ...and cultivate an excellent client experience.... ...use your customer service experience to positively... .... High school, associate degree, or...Remote workWork at office$52k - $62.4k
...position provides licensed administrative support... ...Advisors and client/members in handling... ...The Licensed Client Service Administrator... ...-20 hours a week) remote role. Must be fully... ...Collaborates with financial associates to assist client... ..., Microsoft Word, Excel, PowerPoint) or...Remote workPart timeWork at office- ...positive difference, for our clients and our organization!... ...'s full range of service offerings. Their goal... ...for delivering excellent service and ensuring a... .... ~ Life and Health License required. ~ Bi-Lingual... ...although this primarily remote position, there is occasion...Remote workSeasonal workWork at office
- ...integrated new energy services provider. CLOU as... .... Job Title Associate Field Service... ...Important This is a remote, home‑based... ...frequent visits to client sites for service... ...Office Suite (Word, Excel, PowerPoint and Outlook... ...or Desired License and Certificates...Remote workWork at officeWork from home
- ...Supporting existing clients with their investment needs, the full-time remote FINRA Licensed Premier Service Associate will manage operational inquiries related to trading, account opening, and asset consolidation while engaging in investment recommendation conversations...Remote workFull time
- ...Position: Licensed Customer Service Representative (2-20, 20-44) Location: Florida... ...insurance professional who excels in a virtual environment?... ...for a high-performing, 100% remote Customer Service... ...of Responsibility: Virtual Client Support: Manage a high volume...Remote workWork at officeWork from homeHome office
- ...Description Join Our Team as a Remote Experienced and Licensed Customer Service Representative! Within our... ...HI, NM or IL. Qualifications- Associates degree or 1+ year Insurance experience... ...format is essential. ~ Excellent communication and interpersonal skills...Remote workFull timeCurrently hiringLocal areaWork from homeMonday to FridayShift workWeekend work
- ...FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a detail-oriented licensed client service associate to support growth. This remote role requires Eastern Time Zone hours; applicants must reside in CST or EST and pursue required...Remote workPrivate practice
- ...To support client accounting services, the full-time South Carolina Licensed CAS Accountant will manage bookkeeping, payroll processing, and sales tax compliance while... ...Online (QBO) and familiarity with Karbon and Excel Strong interpersonal skills with a client-first...Remote workFull timeWork from homeFlexible hours
- ...Pre-Licensed Customer Service Representative - Remote Open Full-time 16.00 - 19.00 Remote Open — Teleperformance... ...Specialist, you will be using excellent decision-making skills and innovation... ...in our communities and for our clients. Benefits of working with TP...Remote workOngoing contractFull timeWork from homeShift work
$18 - $19 per hour
...Customer Service Insurance Representative... ...experience required and associated duties and tasks.... ...of becoming a licensed insurance representative... ...with customers, clients, insurance... ...consistently driven to excel in training and on... ...organizational skills Remote Work at Home...Remote workHourly payLocal areaWork from home$24 per hour
...Our partner is looking for a Licensed Customer Engagement Specialist... ...deliver exceptional customer service by helping policyholders... ...products when appropriate. Working remotely within a structured,... ...languages. Customer Service Excellence: A customer-first mindset, with...Remote workHourly payWork experience placementWork from home$75k - $90k
...seeking a dedicated and empathetic Licensed Clinical Social Worker (LCSW)... ...the opportunity to work remotely while making a profound... ...and provide vital support for clients in both virtual and in-person... ...clients to additional community services that complement their recovery...Remote workFull timeRelocation packageMonday to Friday$120k - $140k
...dedicated and compassionate Licensed Clinical Social Workers (LCSW... ...and Well-being Center. This remote position facilitates mental health... ...therapy through teletherapy services, aiming to bridge the gap in... ...remotely, ensuring that our clients receive the care they deserve...Remote workFull timeWork experience placementRelocation packageFlexible hours- ...Farmers Agency | Tempe, AZ | Remote About the Role Rick... ...looking for an experienced, licensed Customer Service Representative to join our... ...and enjoys building strong client relationships. This is a great... ...clearly and professionally. Excellent organization, attention to...Remote workWork from home
- ...the full-time California Licensed Account Manager will service clients including apartment owners... ...in a hybrid or fully remote work environment. Key responsibilities... ...License is required Associates degree or equivalent; BA/... ..., particularly Word, Excel, and Outlook Ability to...Remote workFull timeWork at office
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