About this role
Client Service Excellence Representative - RS at Vanguard. Location: Louisville or Lexington or Kentucky. Role: assisting clients, resolving issues, collaborating internally Requirements: 3+ years customer-facing/inbound phone experience; SIE mandatory before start; Series 7 and 63 required/registered as determined by Compliance; strong client service, CRM skills, and ability to learn regulatory and product knowledge. Category: Customer Service Seniority: Mid Level Tools: CRM Certifications: sie, series 7, series 63 Commitment: Full Time Workplace: Remote Languages: English