Role Description We are looking for attentive and relationship-focused individuals to join our remote team as High-Touch Client Advisors. In this role, you will work closely with clients to provide personalized assistance, ensure expectations are met, and help create a smooth and rewarding experience throughout their journey. This position is ideal for professionals who enjoy building trust, delivering individualized support, and maintaining a high standard of service. - Develop and maintain positive relationships with clients through ongoing communication - Provide personalized guidance and assistance based on individual needs and preferences - Monitor client requests and help ensure timely and accurate completion of important tasks - Share relevant information, updates, and recommendations as appropriate - Assist with coordinating details and managing client-related activities - Address questions and concerns with professionalism and care - Keep records updated and maintain organized documentation - Support overall client satisfaction by delivering responsive and attentive service - Participate in team training, educational programs, and professional development opportunities Qualifications - Strong communication and relationship-building abilities - Exceptional customer service mindset - Ability to prioritize tasks and manage multiple responsibilities - Strong organizational and follow-up skills - Comfortable using online platforms and digital communication tools - Self-motivated with the ability to work independently - Reliable internet access and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, or Spain and other regions Benefits - Fully remote work environment - Flexible scheduling to fit your lifestyle - Comprehensive onboarding and training - Ongoing mentorship and team support - Opportunities for career growth and advancement - Performance-based incentives and recognition - Access to travel-related discounts and exclusive benefits - Positive, collaborative, and supportive team culture Ideal Candidate - Individuals who excel in this role typically enjoy creating personalized experiences for clients - Have strong interpersonal and active-listening skills - Demonstrate professionalism, reliability, and accountability - Thrive in service-oriented environments - Adapt quickly to changing priorities and client expectations - Have an interest in client relations, hospitality, luxury services, travel experiences, or concierge-style support

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.