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Vanguard Customer Service Jobs in Raleigh, NC (NOW HIRING)

K4Connect

Client Success Manager

Raleigh, NC · On-site

Utilize data to tell customer success stories. * Forecast and track key account metrics. * Work ... Experience servicing senior living clients and communities a plus. * Familiarity with smart home ...

K4Connect

Client Success Manager

Raleigh, NC · On-site

Utilize data to tell customer success stories. * Forecast and track key account metrics. * Work ... Experience servicing senior living clients and communities a plus. * Familiarity with smart home ...

All JobsVanguard Customer Service JobsVanguard Customer Service Jobs in Raleigh, NC

Vanguard Customer Service information

See Raleigh, NC salary details

$9

$18

$26

How much do vanguard customer service jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for vanguard customer service in Raleigh, NC is $18.27, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $20.34 per hour, depending on experience, location, and employer.

What is a Vanguard Customer Service?

A Vanguard Customer Service job involves assisting clients with their investment accounts, answering inquiries about financial products, and providing guidance on company policies and procedures. Representatives ensure a positive customer experience by resolving issues, processing transactions, and educating clients on available resources. Strong communication skills and a commitment to excellent service are essential.

What skills and qualifications are needed for a Vanguard Customer Service role?

To thrive as a Vanguard Customer Service representative, you need strong communication skills, attention to detail, and a good understanding of financial products, often supported by a bachelor's degree or relevant experience. Familiarity with customer relationship management (CRM) systems, financial software, and sometimes FINRA Series 6 or 7 licensing is commonly required. Problem-solving abilities, patience, and a client-focused attitude are key soft skills that set high performers apart in this role. These qualifications ensure representatives can assist clients accurately, maintain compliance, and build trust, which are crucial for upholding Vanguard's reputation and fostering customer loyalty.

What are the typical opportunities for career advancement within Vanguard's customer service team?

Vanguard offers numerous opportunities for career growth within its customer service department. Many representatives start in client-facing roles and, through strong performance and ongoing professional development, may advance to positions such as team lead, supervisor, or transition into specialized roles in financial advising, training, or operations. The company is known for supporting employees with internal training programs and encourages lateral moves to broaden industry experience. Career growth is driven by demonstrated customer service excellence, expertise in financial products, and a willingness to embrace new challenges.

Is Vanguard a good place to work at?

Vanguard Customer Service roles are generally considered stable with a focus on client support, requiring strong communication and problem-solving skills. The company offers benefits such as health insurance, retirement plans, and opportunities for advancement, making it a competitive employer in the financial services industry.

Is Vanguard customer service a good place to work at?

Vanguard customer service roles are generally considered stable with competitive pay and benefits, and they often emphasize a collaborative work environment. Employees typically need strong communication skills and may receive training on financial products and customer interaction tools. Job satisfaction can vary based on individual expectations and team dynamics.

What is an entry level position at Vanguard Customer Service?

An entry-level position at Vanguard Customer Service typically involves providing support to clients, answering inquiries, and assisting with account-related issues. These roles often require strong communication skills, basic knowledge of financial products, and may include training on company systems and procedures.

What are popular job titles related to Vanguard Customer Service jobs in Raleigh, NC?

For Vanguard Customer Service jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Vanguard Customer Service jobs in Raleigh, NC look for?

The top searched job categories for Vanguard Customer Service jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Vanguard Customer Service jobs?

Cities near Raleigh, NC with the most Vanguard Customer Service job openings:

Vanguard Customer Service jobs near you
Infographic showing various Vanguard Customer Service job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $38,006 per year, or $18.3 per hour.

Client Success Manager

K4Connect

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

K4Connect is a high impact, high growth, venture backed company on a mission to leverage technology to empower the 1.5B older adults and individuals living with disabilities to live simpler, healthier and happier lives. We believe that technology is not simply reserved for the next generation, but rather should empower all generations.
We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for K4Community - a rapidly growing, venture-backed technology platform that provides Communications, Smart Home, and Wellness to senior communities across the country. They will manage the day-to-day activities for a subset of K4Connect's client base and will focus on helping customers be successful throughout the entire customer journey by maintaining a high level of customer satisfaction. This role requires high levels of both people skills and technical ability.
Specifically, the Client Success Manager will:
  • Be the single point-of-contact, client champion and trusted advisor to client accounts with the overall goal of making K4Community successful and valuable to a community.
  • Ensure the timely and successful delivery of K4Connect's solutions, including technical expertise, according to customer needs and objectives.
  • Enable proven integrations with new and existing customers
  • Use internal tools to help communities customize their app experience
  • Provide insights to clients based on K4Community resident and staff usage to ensure that they get the most out of the platform.
  • Establish clear success goals and process milestones for the client to work toward.
  • Monitor and analyze client's usage of our product.
  • Utilize data to tell customer success stories.
  • Forecast and track key account metrics.
  • Work with product specialists to train and educate communities on K4community.
  • Drive enablement of expanded solutions for existing customers.
  • Cultivate brand ambassadors to share the product's benefit and value within communities.

Requirements:
  • BS or Associate Degree with a minimum of 3 years of experience in a customer success, account management, or a relationship management position.
  • Natural relationship builder with integrity, reliability and maturity.
  • Proven ability to manage multiple accounts and connect across multiple levels of organizations.
  • Experience working with customers, both in person and virtually, and in one to one and group settings.
  • Experience maintaining relationships, while working to mitigate churn and drive engagement and renewals.
  • Experience and aptitude inside the software industry for enabling integrations and working within a data environment
  • Ability to work in a HIPAA compliant environment with a demonstrated ability for precision and thoroughness
  • Ability to deal professionally, tactfully, and effectively with internal and external stakeholders in a fast-paced, customer-focused environment.
  • Believes in the value of using data to guide clients to successful outcomes.
  • Driven, self-motivated, enthusiastic and with a "can do" attitude.
  • Results-driven, with a bias for speed and action.
  • Quick learner with adaptability to learn new tools and proficiency with a multitude of software packages related to productivity both common (Google Suite, CRMs) and advanced tools (Snowflake and internally built tools)
  • Familiarity with SaaS preferred.
  • Familiarity with Snowflake & data warehouse & analytics technologies a plus.
  • Experience servicing senior living clients and communities a plus.
  • Familiarity with smart home/network technologies a plus.
  • Onsite in our Raleigh office with limited remote work.
  • Expected Travel: Up to 25%.

Benefits We Offer:
  • Competitive Compensation Package (Salary + K4Connect Stock)
  • Quality Healthcare Options for Medical (PPO & HSA), Dental, and Vision
  • Company-Paid Life Insurance, AD&D, STD, LTD plans
  • Vanguard 401k Plan for Retirement Savings
  • Hybrid Office/Work from Home Policy
  • Unlimited PTO, Paid Holidays, and Maternity/Paternity Leave
  • Employee Lounge with games and beverages!

We are looking for a highly energetic person who understands the balance of being a strong client advocate and passionate about delighting customers while managing to the business goals of the company. If you are interested in joining a committed, impassioned, intelligent and creative team that is driven to making global impact in people's lives, then K4Connect may be the place for you!

Apply