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Remote FINRA-Licensed Client Service Advocate

Remote / Online - Candidates ideally in
Utah, USA
Listing for: Vanguard
Remote/Work from Home position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
A leading investment management firm is seeking a Client Service Excellence Representative to provide exceptional customer service to Personal Investor clients. This fully remote position requires strong interpersonal skills and the ability to handle client inquiries effectively, while also holding a Series 7 and 63 regulatory licenses. The ideal candidate will have at least 3 years of customer-facing experience and a desire for a long-term career in client services.

The role offers competitive compensation and a supportive training program.
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