Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard UK

Scottsdale, AZ, United States
Base: $70,000-78,000; bonus/equity: up to $12,500;...
Hybrid
Client relationship management
Investment issue resolution
Proactive client solutions
In this role, you will serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance

Job Summary

  • In this role, you will serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
  • Vanguard provides a competitive benefits package to all employees, including world-class training and development programs.
  • The company has implemented a hybrid working model designed to enhance flexibility while enabling collaboration.

Matching Summary

In this role, you will serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.

Salary

Base: $70,000-78,000; Bonus/Equity: up to $12,500; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment issue resolution
  • Proactive client solutions

Nice-to-have

  • Consultative sales model
  • Collaborative team environment
  • Continuous service improvement

Key Requirements

  • Minimum three years in Financial Services
  • Active SIE and FINRA Series 7 license
  • Ability to obtain Series 66 within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter