High Net Worth Client Case Representative - Dallas, TX
1 month ago

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.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Medical Case Representative-in-Training
3 days ago
Excel Orthopedics of Texas seeks a motivated individual to join their team as a Medical Case Representative-in-Training. This role involves representing the company as a technical specialist in orthopedic surgeries. · ...
Medical Case Representative-in-Training
3 days ago
Excel Orthopedics of Texas busca un individuo motivado para unirse a nuestro equipo. · Representar la compañía como especialista técnico en cirugías ortopédicas. · Aprender productos e instrumentos con el fin de convertirse en experto y cubrir cirugías por cuenta propia. · ...
Bankruptcy Attorney
1 week ago
+Job summary · Offit Kurman is seeking a skilled bankruptcy attorney in Dallas. · +ResponsibilitiesRepresent secured and unsecured creditors in all aspects of bankruptcy and insolvency proceedings. · ...
ey Defender
1 week ago
Under general supervision represents indigent defendants in misdemeanor, juvenile detention, or mental health cases as assigned. · ...
ey i.district attorney 's office
1 month ago
Hello i.district attorney 's officePerform entry-level legal work under immediate supervision. Participate in litigation and legal research; draft legal documents; and interpret laws. · ...
ey I.District Attorney 'S Office
4 days ago
pWorking under immediate supervision performs entry-level legal work of a routine nature. This includes litigation and legal research drafting legal documents and interpreting laws rules and regulations. · Evaluates assigned cases or lawsuits by reviewing documentation conducting ...
Litigation Associate Attorney
1 month ago
Job summary · Mid-Level Litigation Associate involved in defending individuals and businesses in cases pending throughout State of Texas. · Solid interpersonal skills and attention to detail are of utmost importance.2-4 years experience preferred. · ...
Director, ICDR
2 weeks ago
We are actively recruiting for a Director of the International Centre for Dispute Resolution (ICDR). · The ideal candidate will have passion growing business in ADR field, multi-lingual skills and polished speaker abilities. · Named one of best non-profits work by Non-Profit Time ...
ey ct Attorney 'S Office
1 week ago
Working under supervision and direction completes legal assignments more difficult nature usually involve limited responsibility. · ...
ey defender
1 week ago
This position performs legal assignments with minimum supervision and may be assisted by Attorneys I and II. · ...
ey ct attorney 's office
1 month ago
With minimal supervision and oversight, performs advanced legal work in the area assigned. · ...
ey ct Attorneys Office
1 week ago
Performs advanced legal work in the area assigned. Work involves litigation and legal research; drafting legal documents; and interpreting laws, rules, and regulations. · ...
ey ct attorney 's office
1 month ago
This entry-level attorney works under supervision completing legal assignments with limited responsibility. Duties include litigation research drafting documents interpreting laws prosecuting misdemeanor cases managing court docket training prosecutors ensuring effective communic ...
support ic relations office
2 weeks ago
Manages the daily operations of the Child Support Office by developing and implementing policies and operational procedures to ensure timely and accurate processing of child support payments. · ...
Attorney - Family Probate and Civil Litigation
1 month ago
We are seeking a dedicated and skilled Attorney to join our legal team specializing in Family, Probate, and Civil Litigation. The ideal candidate will have a strong background in the relevant areas of law with a focus on representing clients in court and managing complex legal ca ...
Associate Immigration Attorney
3 days ago
The Associate Business Immigration Attorney will be responsible for preparing and filing employment-based immigration cases. · Established and thriving immigration law firm · Excellent compensation alongside other benefits · Tremendous career growth opportunity · Amazing culture ...
ey ct Attorney 'S Office
1 week ago
This position will perform assignments involving litigation and legal research with authority to make tactical and legal decisions in connections with assigned cases OR prosecutes felony cases in assigned court. · ...
ey ct attorney 's office
1 month ago
Performs assignments involving litigation and legal research with authority to make tactical and legal decisions in connections with assigned cases OR prosecutes felony cases in assigned court, to include case evaluation, preparation and management. · ...
100 Remote - Trial Attorney
2 days ago
Join some of the nation's top law firms in Texas, renowned for their excellence in Civil Litigation and Insurance Defense. · ...
Attorney
4 days ago
The client is seeking an experienced Attorney with 5 years of insurance defense experience. · ...