Ultra High Net Worth Client Case Representative, Senior Associate

Job description

Job Description In this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. Collaborate across teams to maintain and enhance the UHNW client experience. Document client and team feedback to support continuous service improvement with the business. Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What It Takes: Minimum of three years’ experience in Financial Services; client service experience preferred. Undergraduate degree or equivalent combination of training and experience. Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund t...