HNWI Client Experience Specialist

Vanguard; Malvern (Chester County); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Vanguard in Malvern is seeking a High Net Worth Client Case Representative to support Personal Investor clients. The role emphasizes building trusted relationships and guiding clients through key life events, onboarding, and ownership changes.

This hybrid position requires active FINRA Series 7 and Series 63 licenses. Base salary ranges from $65,000 to $80,000, plus a $20,000 licensing bonus based on experience and licenses held.

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 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.

Skills

FINRA Series 7 license

FINRA Series 63 license

Client service

Relationship management

Excellent communication

Ambiguity management

Financial services experience

High-net-worth client experience

Education

Undergraduate degree

Job description

Vanguard in Malvern is seeking a High Net Worth Client Case Representative to support Personal Investor clients. The role emphasizes building trusted relationships and guiding clients through key life events, onboarding, and ownership changes.

This hybrid position requires active FINRA Series 7 and Series 63 licenses. Base salary ranges from $65,000 to $80,000, plus a $20,000 licensing bonus based on experience and licenses held.