High Net Worth Client Case Representative
About The Position
The High Net Worth Client Case Representative supports Vanguard Personal Investor clients as they navigate account onboarding, ownership changes, and other complex situations. The role serves as a primary client contact, builds trusted relationships, provides expert support during important financial events, and simplifies processes to create a seamless client experience. The representative also educates clients about Vanguard products and services to help fulfill their investment needs. 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 hire; Compliance determines any role-specific regulatory licensing or registration requirements. Vanguard is not offering visa sponsorship for this position.
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 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.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
