Client Case Representative – High Net Worth

Vanguard

High Net Worth Client Case Representative helping clients with significant financial moments. Building relationships and simplifying their investment journeys with Vanguard's mission-focused approach.

Posted 7/6/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for Personal Investor clients during the onboarding and change of ownership experience.
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.

Requirements

What you’ll need

Active FINRA Series 7 and 63 licenses.
1-3 years of experience in financial services.
Strong relationship management skills.
Excellent communication and interpersonal abilities.
Commitment to delivering exceptional client service.
Ability to manage ambiguity and utilize resources effectively.

Benefits

Comp & perks

$20,000 licensing bonus for bringing your active Series 7 and Series 63 licenses.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Communication SkillsInterpersonal AbilitiesAbility to Manage Ambiguity

Certifications

FINRA Series 7FINRA Series 63