High Net Worth Client Case Representative
Core
Serve as the primary point of contact for high net worth clients navigating account onboarding, ownership changes, and complex financial situations.
Role type
Client Case Representative
Builds
Long-term client relationships and trust
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active FINRA Series 7 and Series 63 licenses, client relationship management, simplifying complex financial processes, client education
Preferred skills
Experience managing complex client situations, experience supporting high-net-worth clients, knowledge of brokerage and investment products
Responsibilities
Serve as the primary point of contact for clients navigating account onboarding and ownership changes, build and maintain strong relationships with clients, provide expert support during critical moments in clients' financial journeys, simplify complex processes to ensure a seamless client experience, educate clients on Vanguard's product and service offerings
Seniority
Entry-level to Mid-level, hands-on IC