Lexington, Kentucky, United States · Remote Solely
$61k–$68k/yr
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! About this Job: At Vanguard, we have a client-first mentality that we…
Skills: Customer Service, Inbound Phone Support, Client Relationship Management, Problem Solving, Empathy
Lexington, Kentucky, United States · Remote Solely
$71k–$82k/yr
Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and br…
Skills: Client Relationship Management, Interpersonal Skills, Problem Solving, Empathy, Account Maintenance
Louisville, Kentucky, United States · On-site
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitiv…
Skills: Sales, Collections, Customer Service, Loan Management, Financial Analysis
Louisville, Kentucky, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy
Louisville, Kentucky, United States · Remote OK
$3k–$6k/wk
We are a fast-growing financial services organization focused on helping families protect what matters most. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and bui…
Skills: Client Outreach, Financial Research, Client Relationship Management, Sales, Insurance Consulting
Louisville, Kentucky, United States · On-site
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Cost Management, Quantity Surveying, Change Management, Cost Control, Commercial Governance
Louisville, Kentucky, United States · On-site
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio …
Skills: Cash Handling, Customer Service, Consultative Selling, Written Communication, Verbal Communication
Louisville, Kentucky, United States · On-site
Frontier BU - Region 01 - Market 03: 13401 Dixie Hwy, Louisville, Kentucky 40272 Shift Availability Flexible Availability Job Type Minimum Qualifications The minimum qualifications for a Store Manager are: High School di…
Skills: Leadership, Staff Training, Inventory Control, Cash Management, Performance Appraisal
Louisville, Kentucky, United States · On-site
Job DetailsJob Location: Spalding-Egan Leadership Center (ELC) - Louisville, KY 40203Education Level: Bachelor'sJob Category: Education JOB LOCATION ___ Fully Remote ___ Hybrid (Some remote work some on campus work) _X__…
Skills: Financial Aid Advising, Customer Service, Multi-tasking, Microsoft Excel, Microsoft Word
Louisville, Kentucky, United States · On-site
Position Summary: Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and sele…
Skills: Bank Account Reconciliation, Financial Statement Preparation, General Ledger Reconciliation, Bill Pay, GAAP
Louisville, Kentucky, United States · Remote Solely
Empower Lives, Shape Futures, and Build Your Career – All From Home! AO Globe Life is thrilled to offer an exciting opportunity for individuals eager to launch their careers in a supportive and flexible work environment.…
Skills: Verbal Communication, Written Communication, Computer Proficiency, Organizational Skills, Time Management
Louisville, Kentucky, United States · Remote Solely
Join Globe Life AO: Empowering Futures, One Family at a Time Are you ready to make a meaningful impact while enjoying the freedom of remote work? At Globe Life AO, we’re not just offering a job—we’re inviting you to join…
Skills: Communication Skills, Self-motivation, Organization Skills, Problem Solving, Sales
Louisville, Kentucky, United States · On-site
Department: Location: Belknap Campus Time Type: Full time Worker Type: Regular Job Req ID: R108796 Minimum Requirements: Bachelor's degree in a related field and four (4) years of relevant experience or an equivalent com…
Skills: Fundraising, Donor Cultivation, Major Gift Solicitation, Relationship Management, Strategic Planning
Louisville, Kentucky, United States · Hybrid
$71k–$119k/yr
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a great place to work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are…
Skills: Audit Approach Development, Financial Statement Preparation, Project Management, Leadership, Technical Research
Louisville, Kentucky, United States · On-site
Schulte Hospitality Group is seeking a Vice President of Hotel Accounting to provide executive-level financial leadership across a large, multi-property portfolio operating in a high-volume, multi-brand hospitality envir…
Skills: Hotel Accounting, Financial Leadership, Month-end Close, Cash Flow Forecasting, Internal Controls
Louisville, Kentucky, United States · On-site
Night Auditor REPORTS TO: Front Desk Supervisor FLSA STATUS: Non-Exempt, Hourly SCHEDULE: Overnight shifts POSITION SUMMARY Accommodate hotel guests by registering and assigning rooms to guests, issuing room keys or card…
Skills: Numerical Acumen, Analytical Acumen, Oral Communication, Written Communication, Microsoft Office Suite
Louisville, Kentucky, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Louisville, Kentucky, United States · On-site
$60k–$70k/yr
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client rela…
Skills: Tax Preparation, Tax Planning, Financial Projections, Client Relationship Management, Microsoft Excel
Louisville, Kentucky, United States · Hybrid
$21/hr–$24/hr
Our Company Abode Care Partners Overview Our Billing Associate (Medical Biller) will be responsible for assisting our Revenue Cycle Team in medical billing functions. This hybrid position requires you to be able to work …
Skills: Medical Billing, Medical Coding, Revenue Cycle Management, Microsoft Excel, Microsoft Word
Louisville, Kentucky, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Lexington, Kentucky, United States • Remote Solely
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Handle inbound phone calls to assist clients with financial inquiries and account maintenance. Collaborate with internal departments to improve the overall client and employee experience.
Requires 3+ years of customer-facing experience and the ability to obtain SIE, Series 7, and 63 licenses. Candidates must reside in Kentucky and possess a strong desire for a long-term career in client service.
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
Work Model: 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.
Licensing Requirement: 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.
We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:
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.
You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds — the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:
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.
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.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
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