Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard•Scottsdale, AZ

47d•$64,000 - $74,000

About The Position

Are you passionate about delivering exceptional service and building meaningful relationships with sophisticated clients? Join Vanguard's Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you'll partner closely with Advisors and Relationship Managers to support some of our most valued clients. In this inbound phone-based role, you'll be the first point of contact for UHNW clients-providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You'll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it's a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within Advice Wealth Management-such as Relationship Manager, Advisor, or other advanced client support positions.

Requirements

Minimum of three years' experience in Financial Services; client service experience preferred.
Undergraduate degree or equivalent combination of training and experience.
Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining.
Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions.
Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics.
Minimum of three years related work experience in the Financial Services industry.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Nice To Haves

Experience in client services preferred.

Responsibilities

Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
Collaborate across teams to maintain and enhance the UHNW client experience.
Document client and team feedback to support continuous service improvement with the business.
Build expertise in Vanguard products, services, and industry trends to guide clients effectively.

Benefits

World class training and development programs to equip you with the tools to take the FINRA Series 7 and 66.
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
An annual bonus (known internally as Partnership) based on company performance.
18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition.
Best-in-class medical, dental, and vision coverage with on-site health perks:
CrewCare: our own onsite health-clinic for you and your loved ones.
ShipShape: onsite fitness center.
LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
Education benefits including tuition reimbursement designed to support you in furthering your education.
Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!