Client Experience Specialist — Remote Licensing Path
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Vanguard Group
Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Vanguard seeks a Client Service Excellence Representative to connect with Personal Investor clients by inbound calls, guiding them through account questions and onboarding. This role requires a Series 7 and 63 license and offers a comprehensive training program with hybrid licensing.
After completing training, the position may be remote, with a compensation range of $56,000–$63,000 plus bonuses. The ideal candidate has strong client service experience, a desire for stability, and a commitment to
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