Client Service Excellence Advocate

3 days ago


Scottsdale, Arizona, United States Vanguard Full time

**About Vanguard**

We strive to deliver exceptional experiences for our clients, empowering them to achieve their long-term financial goals. As a Client Service Excellence Advocate at Vanguard, you will play a critical role in fostering strong relationships with our Personal Investor clients.

**Estimated Salary:** $56,000 - $63,000 (base salary: $48,750 - $55,000 + performance-based bonuses)

Job Description:
  • Respond to a wide range of inquiries from our Personal Investor clients, providing timely and accurate solutions to support their financial needs.
  • Maintain strong performance metrics, continuously improving your functional expertise through direct upskilling and training programs.
  • Lead with compassion and a problem-solving mentality, helping uncover client needs and provide effective solutions.
Required Skills and Qualifications:
  • 3+ years of customer-facing experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
  • A learner's attitude and appetite to continuously build your financial knowledge.
  • High school, associate degree, or bachelor's degree.
  • Series 7 and 63 regulatory license and/or registration.
Benefits:
  • Fully paid training and incentivized hybrid licensing program, designed to support individuals without a financial background to pass their SIE and FINRA Series 7 & 63.
  • Access to learning and development resources, coaching by leaders, and quarterly in-office collaboration activities to build a culture of teamwork and inclusion.
  • Vanguard's commitment to diversity, equity, and inclusion (DEI) creates a work environment that enables employees to thrive and bring their best selves to work every day on behalf of our clients.


  • Scottsdale, Arizona, United States Millennium Systems International Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Client Service Advocate to join our team at Millennium Systems International. As a Client Service Advocate, you will be responsible for providing exceptional customer service, handling client inquiries, and troubleshooting product and training-related issues.Key Responsibilities:Provide...


  • Scottsdale, Arizona, United States AssuredPartners Full time

    About the PositionWe are seeking an experienced Insurance Client Advocate Lead to join our team in Scottsdale, AZ. As a key member of our account management team, you will be responsible for providing exceptional client service, driving sales growth, and leading day-to-day management of current clients' insurance programs.About the RoleYou will partner with...


  • Scottsdale, Arizona, United States Vanguard Full time

    About this Role:This Client Service Excellence Specialist will play a vital role in delivering exceptional client experiences through inbound phone calls, providing account-related support and guidance. Located in Scottsdale, AZ, this remote-friendly position requires a strong passion for helping others and a desire to continuously grow financial...


  • Scottsdale, Arizona, United States Savers | Value Village Full time

    Job Title: Customer Service AdvocateWe are seeking a Customer Service Advocate to join our team at Savers / Value Village. As a Customer Service Advocate, you will be responsible for creating an awesome experience for our Customers, Donors and other Team Members.About Us:Savers / Value Village is a leader in the retail industry with over 300 stores across...


  • Scottsdale, Arizona, United States Vanguard Full time

    About Vanguard:Vanguard is a company that prioritizes client-first mentality, striving to take a stand for all investors, treat them fairly, and give them the best chance for investment success. Our mission is to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard.Your Role:You will...


  • Scottsdale, Arizona, United States Vanguard Full time

    Company OverviewVanguard is a mission-driven organization committed to creating an inclusive, equitable, and diverse work environment that enables employees to thrive. Our goal is to provide exceptional client experiences while fostering long-term relationships with our clients.


  • Scottsdale, Arizona, United States Home Care Assistance Full time

    Senior Care AdvocateEstimated Salary: $15.50-$18.00 per hourAbout the RoleWe are seeking a dedicated Senior Care Advocate to join our team in Scottsdale and surrounding communities.As a Senior Care Advocate, you will play a vital role in providing personalized care and support to our clients with Huntington's disease.The ideal candidate will have at least...


  • Scottsdale, Arizona, United States Vanguard Full time

    Our Commitment to Diversity, Equity, and InclusionVanguard is committed to creating a work environment that is inclusive, equitable, and diverse. We believe that a diverse workforce enables us to deliver the best possible results for our clients and supports the long-term financial wellbeing of our communities.About the RoleIn this role, you will have the...


  • Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    We are seeking a highly skilled Client Services Professional to join our team at Beacon Pointe Advisors in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the JobThe Client Services Professional will provide exceptional client service experiences...


  • Scottsdale, Arizona, United States Trajan Wealth LLC Full time

    Job TitleWe are seeking a highly detail-oriented and customer-focused Client Servicing Specialist to join our team at Trajan Wealth LLC. As a key member of our operations department, you will be responsible for processing service items for existing clients while providing exceptional customer service.Duties and ResponsibilitiesProcess ACH contributions and...


  • Scottsdale, Arizona, United States National Calibration Inc. Full time

    Job DescriptionNational Calibration Inc. has a full-time employment opportunity for a Scheduling Coordinator with strong client service skills, good communication skills, and multitasking abilities.The successful candidate will be responsible for coordinating and scheduling calibration/metrology services for clients, managing receipt of equipment from...


  • Scottsdale, Arizona, United States Americor Full time

    OverviewAmericor, a leading provider of financial services, seeks a highly motivated Customer Service Representative to join their award-winning team. Based in Scottsdale, AZ, this part-time role offers a unique opportunity to make a meaningful impact on clients' financial well-being while enjoying a competitive compensation package and flexible working...


  • Scottsdale, Arizona, United States Gurstel Law Firm P C Full time

    Career OpportunityThe Gurstel Law Firm P C offers a unique opportunity for a skilled and driven individual to join our team as a Dedicated Collection Industry Advocate. As a key member of our consumer law practice, you will be responsible for researching and interpreting laws, formulating legal opinions, and communicating with clients in a responsive manner....


  • Scottsdale, Arizona, United States Spooner Full time

    OverviewSpooner, a leading physical therapy private practice, is seeking a highly skilled Patient Advocate and Scheduling Coordinator to join our Central Client Services team. This role offers an exciting opportunity to work in a dynamic environment, fostering continuous learning and fun.


  • Scottsdale, Arizona, United States LaserAway Full time

    Job DescriptionLaserAway is a leading provider of aesthetic dermatology services, seeking a highly skilled Client Service Specialist to join its team. As a key member of our client service team, you will play a critical role in delivering exceptional customer experiences and driving revenue growth.As a Client Service Specialist, you will be responsible for...


  • Scottsdale, Arizona, United States Boesen & Snow Law Full time

    Boesen & Snow Law, a law firm in Scottsdale, AZ, is seeking a Client Service Coordinator. This role is perfect for someone with excellent interpersonal and written communication skills.As the primary point of contact for potential new clients, you will work closely with the Client Engagement Specialist to ensure a seamless experience from introduction to...


  • Scottsdale, Arizona, United States Vanguard Full time

    We are seeking a Client Service Expert to join our team at Vanguard. In this role, you will be responsible for delivering exceptional client experiences through proactive communication, timely issue resolution, and personalized support.About the Role:You will work closely with our financial advisors to understand our clients' needs and preferences.You will...


  • Scottsdale, Arizona, United States Annexus Group Full time

    Annexus Group, a leading financial institution, is seeking a skilled Client Services Specialist to join their team in North Scottsdale. This role offers a competitive salary of $55,000 - $65,000 per year.Reporting to the Operations Manager, this position plays a vital part in ensuring effective and efficient operations. If you have experience in an...


  • Scottsdale, Arizona, United States Rockefeller Financial Full time

    We are seeking an experienced Financial Services Representative to join our team as a Senior Client Associate. The successful candidate will have at least 5 years of prior client service experience within the financial industry, or equivalent experience. A Series 7 & 66 registration is strongly preferred, or willingness to obtain.The ideal candidate will...


  • Scottsdale, Arizona, United States Vanguard Full time

    Join Our Team:Vanguard is a leading provider of investment services and products. We are seeking a Client Care Services Coordinator to join our team.In this role, you will be responsible for providing exceptional client service and support to financial advisors and their clients.The ideal candidate will have a strong understanding of investment products,...