High Net Worth Client Case Representative
About The Position
Vanguard is hiring a High Net Worth Client Case Representative to support Personal Investor clients. The role focuses on building long-term client relationships and helping clients navigate important life and financial events. The representative simplifies complex financial processes, provides dedicated support during critical moments, and helps clients feel confident and secure. The position offers autonomy to manage client relationships from start to finish and includes educating clients about Vanguard products and services. The role follows a hybrid work model, with in-office work Tuesday through Thursday. Base salary ranges from $65,000 to $80,000 based on relevant experience and licenses held. Eligible candidates with active Series 7 and Series 63 licenses receive a $20,000 licensing bonus. The position requires active FINRA Series 7 and Series 63 licenses at the time of hire.
Requirements
- Active FINRA Series 7 and Series 63 licenses at time of hire.
- At least 1 year of experience in financial services.
- Undergraduate degree or an equivalent combination of training and experience.
- Client service and relationship management skills.
- Excellent communication and interpersonal abilities.
- Ability to manage ambiguity and utilize resources effectively.
- The role requires a regulatory license and/or registration, as determined by Compliance based on role-specific duties.
Nice To Haves
- Experience managing complex client situations or case-based service interactions.
- Experience supporting high-net-worth clients.
- Knowledge of brokerage, retirement, or investment products.
- Ability to adapt to a fast-paced, evolving environment.
Responsibilities
- Serve as the primary point of contact for clients navigating account onboarding, ownership changes, and other complex situations requiring dedicated support.
- Build and maintain strong, meaningful relationships with clients.
- Provide expert support during critical moments in clients' financial journeys.
- Simplify complex processes and ensure a seamless client experience.
- Foster trust and reliability through consistent, high-quality service.
- Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
Benefits
- Eligible candidates with active Series 7 and Series 63 licenses receive a $20,000 licensing bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
