As a High Net Worth Client Case Representative, you will
Serve as the primary point of contact for clients navigating account onboarding, ownership changes, and other complex situations requiring dedicated support.
Build and maintain strong, meaningful relationships with clients.
Provide expert support during critical moments in clients' financial journeys.
Simplify complex processes and ensure a seamless client experience.
Foster trust and reliability through consistent, high-quality service.
Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
Required Qualifications
Active FINRA Series 7 and Series 63 licenses at time of hire.
1+ years of experience in financial services.
Undergraduate degree or equivalent combination of training and experience required.
Client service and relationship management skills.
Excellent communication and interpersonal abilities.
Ability to manage ambiguity and utilize resources effectively.
Preferred Qualifications
Experience managing complex client situations or case-based service interactions.
Experience supporting high-net-worth clients.
Knowledge of brokerage, retirement, or investment products.
Ability to adapt to a fast-paced, evolving environment.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Special Factors
- Sponsorship
- Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
