High Net Worth Client Case Representative
Vanguard · Scottsdale, AZ · All 175 Vanguard jobs
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Required skills
- Communication Skills
Nice to have
- Onboarding
- Compliance
About the job
About the role Are you a FINRA Series 7 and Series 63 licensed professional who enjoys building relationships and helping clients navigate important life and financial events? Join Vanguard as a High Net Worth Client Case Representative supporting our Personal Investor clients. At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for…
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Source: Vanguard's careers site
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