High Net Worth Client Case Representative - Dallas, TX

Only for registered members Dallas, TX, United States

1 month ago

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Job summary

We are seeking a Client Transfer Specialist to join our team at Vanguard. As a trusted advisor to our Personal Investor clients, you will build meaningful relationships and provide expert support during critical moments in their financial journeys.

Responsibilities

  • Serve as the primary point of contact for Personal Investor clients during the onboarding and change of ownership experience.
  • Build and maintain strong relationships with clients.
  • Provide expert support during critical moments in clients' financial journeys.

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