HNW Client Case Manager (Hybrid Role)

Vanguard Group; Farmers Branch (TX); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Vanguard in Farmers Branch, TX is seeking a High Net Worth Client Case Representative to guide Personal Investor clients through onboarding and major life events, building trusted relationships and confidence. This hybrid role (office Tue–Thu) emphasizes simplifying complex financial processes, educating clients on products, and owning the client relationship end-to-end.

Base salary ranges $65,000 to $80,000 with a $20,000 licensing bonus for active Series 7 and Series 63 licenses, reflecting

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 clients during onboarding and ownership changes.
• Build and maintain strong relationships with clients.
• Provide expert support during critical moments in clients' financial journeys.
• Simplify complex processes to ensure a seamless client experience.
• Foster trust and reliability through consistent, high-quality service.
• Educate clients on Vanguard's products and services to meet investment needs.

Skills

Licensing: FINRA Series 7

Licensing: FINRA Series 63

Client relationship management

Communication skills

Ambiguity management

Education

Undergraduate degree

Job description

Vanguard in Farmers Branch, TX is seeking a High Net Worth Client Case Representative to guide Personal Investor clients through onboarding and major life events, building trusted relationships and confidence. This hybrid role (office Tue–Thu) emphasizes simplifying complex financial processes, educating clients on products, and owning the client relationship end-to-end.

Base salary ranges $65,000 to $80,000 with a $20,000 licensing bonus for active Series 7 and Series 63 licenses, reflecting