Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard UK

Malvern, PA, United States
Base: $70,000-78,000; bonus/equity: up to $12,500;...
Hybrid
Client relationship management
Proactive problem solving
Investment guidance expertise
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 offers fully paid training and coaching to help you obtain required licenses and access to development resources.
  • The company provides a competitive benefits package including PTO, retirement savings, and health coverage.

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
  • Proactive problem solving
  • Investment guidance expertise

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