Role Description We are looking for a detail-oriented and responsive individual to join our team as a Remote Client Services Assistant. This role involves assisting with client coordination, processing support tasks, and handling day-to-day follow-ups in a fast-paced, service-based environment. You will help keep things running smoothly behind the scenes, ensuring our clients receive excellent support and attention. Qualifications - Reliable internet - Strong attention to detail - Professional communication - Willingness to learn & follow instructions Requirements - Managing daily service requests - Assisting with scheduling, follow-ups, and form processing - Responding to basic inquiries and messages in a timely manner - Providing general admin and operations support - Maintaining clear and organized task flow Benefits - Flexible schedule - Remote opportunity - Employee discounts - Supportive and team-oriented environment

Role Description The service liaison between the client and Verified Credentials. Delivers exceptional client-centric service by delivering prompt and effective solutions, through clear communication, reducing the need for repeat inquiries, and striving for all support related interactions to be resolved on the first contact. Essential Duties - Develop and maintain positive client relationships by working as part of a team to manage inbound and outbound client calls, emails, and chat in a professional manner and per training guidelines. - Utilize resources to personalize interactions with clients while using a proactive and positive approach. - Respond promptly to incoming calls, voicemails, emails, and chat inquiries. - Effectively track and disposition incoming calls, emails, and chats in the organization's CRM system. - Resolve requests, problems, orders, and technical issues promptly and accurately to retain our clients' service and loyalty. - Keep leadership informed of issues or inquiries that indicate potential client dissatisfaction. - Process drug testing and health screening service orders in a compliant manner that meets or exceeds departmental standards. - Provide additional service recommendations to existing accounts. - Accept coaching and feedback and take necessary steps to improve performance through commitment to learning and growth. - Stay informed of current policies and procedures. - Continue professional development through ongoing training and education, along with cross training to aid other operational departments. - Other duties as assigned. Qualifications - Self-motivated, eager to take initiative, and committed to delivering exceptional client experiences. - Positive team player with excellent interpersonal skills to engage professionally with clients and business units. - Strong written and verbal communication, problem solving, and multi-tasking abilities. - Intermediate proficiency in Microsoft Suite with the ability to interpret reports and provide insight to clients. Requirements - High school diploma or GED equivalent. - 1-2 years' experience in client service and data entry. Physical and Mental Demands - Maintain a professional demeanor, attitude, and appearance. - Prolonged periods of sitting and standing at a desk and while working on a computer. - Ability to lift up to 10 pounds on an occasional basis. - Regular and predictable attendance. - Regular interaction with other team members, including spontaneous and planned video meetings. - Ability to effectively perform responsibilities under occasionally stressful situations, including meeting daily, weekly, monthly, quarterly, and/or annual standards and workload expectations. - Ability to simultaneously manage multiple interaction channels including phone calls, emails, and chats while maintaining a high level of quality and productivity. - Ability to work any shift and required overtime based on business needs.

Role Description Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. - Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. - We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: - $10,000 at your 3-year anniversary - $20,000 at your 5-year anniversary - $20,000 every 5 years thereafter This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Kentucky. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. Responsibilities - Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. - Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. - Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. Qualifications - 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. - A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. - A learner's attitude and an appetite to continuously build your knowledge. - High school, associate degree, or bachelor's degree. - This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. - A desire for stability and takes pride in building a long-term career in client service. Special Factors - Please note new hires may need to be full jurisdiction registered in all US states and territories. - Vanguard is not offering visa sponsorship for this position.

Role Description As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. - Establish an advisory relationship by identifying current and potential needs and supporting client retention. - Advise members and clients on specialized products and services and ensure member/client satisfaction. - Review client needs and compile and analyze data. - Handle requests and follow up as needed. - Assist members and clients, listen to their needs and propose personalized solutions. - Help identify your unit’s operational risks and opportunities for improvement. - Stay on top of the latest standards, products and services in your field. Qualifications - College diploma in a related field. - A minimum of one year of relevant experience. - Knowledge of French is required. - Advanced/Expert proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients. - Available to work Monday to Friday from 8:30 a.m. to 8:00 p.m. and Saturdays from 8:30 a.m. to 4:30 p.m. - Action oriented, Communicates effectively, Complexity, Customer Focus, Differences, Drive results, Interpersonal Savvy, Situational adaptability, Tech savvy. Requirements - Please note that other combinations of qualifications and relevant experience may be considered. Benefits - Competitive salary and annual bonus. - 4 weeks of flexible vacation starting in the first year. - Defined benefit pension plan that provides predictable, stable income throughout retirement. - Group insurance including telemedicine. - Reimbursement of health and wellness expenses and telework equipment. - * Benefits apply based on eligibility criteria. Company Description At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!