Client Service Excellence Representative (FINRA Licensed)
RemoteNo visa sponsorship
Core
Inbound phone support for client account needs and investment inquiries.
Role type
Client Service Representative (FINRA Licensed)
Builds
Client trust and resolution for account maintenance and issues
Domain
Financial Services / Investment Advisory
Deliverable
client delivery
Required skills
inbound phone experience, client relationship management, problem solving, empathy, regulatory license compliance
Preferred skills
customer-facing experience, ownership mindset, continuous learning
Technologies
CRM systems, Vanguard client platforms
Responsibilities
Answer inbound calls to assist with account-related needs, resolve client issues, collaborate on strategic initiatives to improve client experience
Seniority
Individual Contributor, mid-level (3+ years experience)