Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard UK

Charlotte, NC, United States
Base: $70,000-78,000; bonus/equity: up to $12,500;...
Hybrid
Client relationship management
Complex account issue resolution
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 believes in supporting our crew personally through all life stages with a competitive benefits package.
  • The company has implemented a hybrid working model designed to capture the benefits of enhanced flexibility.

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
  • Complex account issue resolution
  • Investment guidance expertise

Nice-to-have

  • Proactive solution offering
  • Collaborative team environment
  • Consultative sales approach

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