High Net Worth Client Case Manager — Hybrid + $20K Licensing Bonus

Vanguard; Scottsdale (AZ); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Vanguard in Scottsdale is seeking a High Net Worth Client Case Representative to support Personal Investor clients through onboarding, ownership changes, and complex situations.

Licensed with FINRA Series 7 and Series 63, you will build trusted relationships, guide clients through life events, and ensure a seamless, compliant client experience.

Hybrid work in-office Tue–Thu, with a base salary of $65,000 to $80,000 and a $20,000 licensing bonus for active licenses.

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.
• Client service and relationship management skills.
• Excellent communication and interpersonal abilities.
• Ability to manage ambiguity and utilize resources effectively.

Responsibilities

• Serve as the primary contact for high net worth client onboarding and account changes.
• Build and maintain strong client relationships.
• Provide expert support during pivotal moments in clients' financial journeys.
• Explain Vanguard products and services to meet investment needs.
• Ensure a smooth, compliant client experience.
• Collaborate with teams to deliver timely, high-quality service.

Skills

Client service

Relationship management

Communication

Financial services experience

Education

Bachelor's degree or equivalent

Job description

Vanguard in Scottsdale is seeking a High Net Worth Client Case Representative to support Personal Investor clients through onboarding, ownership changes, and complex situations.

Licensed with FINRA Series 7 and Series 63, you will build trusted relationships, guide clients through life events, and ensure a seamless, compliant client experience.

Hybrid work in-office Tue–Thu, with a base salary of $65,000 to $80,000 and a $20,000 licensing bonus for active licenses.